ppA privately owned leading Wealth Management solutions firm operating as a true fiduciary with a legacy spanning over 50 years in private banking, across continental Europe is opening a Client Relationship Manager role in Zurich, Switzerland The firm offers a complete spectrum of services tailored to its clientele and enjoys a significant international footprint, with operational hubs in key global financial centers. These include : Audit of Assets | Consolidation of Assets | Wealth Tax Management Insurance solutions | Distribution of dedicated Investment | Fund Product Structuring through third party partners | Investment Advisory | Portfolio Management It is a privately owned firm with exceptional financial stability, still benefiting from the backing of a robust financial group, yet maintaining full operational independence enabling a long‑term strategic outlook, unburdened by short-term market pressures. This approach ensures a steadfast alignment of interests with its clients, upholding a strong tradition in private banking and sophisticated wealth management. /ppNB : This role requires a current Right to Work in Switzerland or an EU/AELE passport and the employer will not assist/sponsor with paperwork. /ph3Missions /h3pAs the Relationship Manager you will serve as the principal point of contact for a diverse client base within the designated region. Your focus is on cultivating and sustaining robust, trust-based relationships, characterized by utmost discretion. You will join a team of 40 (Back/middle Office + relatioship Managers) A core aspect involves thoroughly understanding individual client financial profiles and aspirations to orchestrate bespoke wealth management strategies, drawing upon the firm's extensive multidisciplinary capabilities. You will significantly contributes to enhancing the firm's standing through the provision of exceptional service, strict adherence to regulatory frameworks, and the proactive recommendation of solutions aimed at the long-term preservation and appreciation of client assets. /ph3Key daily tasks /h3pKey daily tasks involve: /pulliEngaging in regular client consultations and ensuring continuous relationship management. /liliEvaluating client financial landscapes and partnering with internal experts to devise appropriate investment and wealth plans. /liliFacilitating the client onboarding/integration process, ensuring meticulous documentation and precise record-keeping. /liliKeeping abreast of market trends and evolving regulatory environments to offer pertinent advice. /liliProactively identifying new business prospects within the designated market and strategically expanding the client portfolio. /liliGuaranteeing complete compliance with all applicable FINMA/financial regulations and internal governance policies. /liliCollaborating with various internal departments to provide comprehensive support across the entire spectrum of wealth management services. /li /ulh3Requirements /h3ulliProven experience and demonstrated track record in fostering and managing client relationships. /liliClient Relationship management preferable in Wealth management or capital markets domains would be a distinct advantage. /liliYou already own an exploitable book of clients you can leverage on. /liliExceptional command of the English language, both written and spoken. /liliAdditional linguistic proficiencies, such as German or Spanish, are considered a valuable asset. /liliAn inherent drive for initiative, coupled with a profound dedication to client satisfaction. /liliGenuine curiosity for the intricacies of financial ecosystems. /li /ulh3Benefits /h3ulliInterview process : 3 interviews /liliFirst HR Screening Team interview /liliOnsite Interview Conditions /liliPermanent role /liliSalary : up to 400k CHF including attractive incentive compensation package based on sharing revenue generated /liliWork Pattern : Hybrid remote /li /ul /p #J-18808-Ljbffr
Client Relationship Manager
