Relationship Manager
Relationship Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Act as the trusted advisor and main point of contact for a portfolio of high-net-worth individuals and institutional clients.
- Understand and anticipate client needs providing tailored financial and investment solutions.
- Collaborate with internal experts across product legal compliance and operations to ensure seamless client service.
- Monitor client portfolios conduct regular reviews and identify new opportunities while managing risks.
- Ensure adherence to regulatory and internal compliance requirements.
- Contribute to business development by expanding existing relationships and supporting new client acquisition.
- Minimum 5 years of experience in relationship management private banking or wealth advisory.
- Proven track record of managing and developing relationships with HNWI and/or institutional clients.
- Strong knowledge of financial markets investment products and regulatory frameworks.
- Exceptional interpersonal and communication skills with a client-first approach.
- Fluency in German and English; additional languages are an asset.
- Bachelors degree in finance economics or a related field; advanced certifications (CFA AZEK etc.) are a plus.
- Central role within a reputable and internationally active financial institution.
- Exposure to a sophisticated client portfolio and complex mandates.
- Supportive ethical and collaborative work environment.
- Competitive compensation package with attractive benefits and performance-based bonus.
- Continuous learning and professional development opportunities.
- Location: Zurich Switzerland
- Start date: Autumn 2025
- Workload: 100%
- Compensation: Competitive typically from 150k upwards plus performance-based bonus
Required Experience:
Manager
Employment Type
Full-Time
