Client Relationship Manager

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, Switzerlandbr/ /p pThe firm offers a complete spectrum of services tailored to its clientele and enjoys a significant international footprint, with operational hubs in key global financialcenters.br/ /p pThese include :Audit of Assets |Consolidation of Assets |WealthTax Management Insurance solutions |Distribution of dedicated Investment |Fund Product Structuring through third party partners |Investment Advisory |Portfolio Managementbr/ /p pIt is a privately owned firm with exceptional financial stability, still benefiting from the backing of a robustfinancial 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 astrong tradition in private banking and sophisticated wealth management.br/ /p pNB : This role requires a current Right to Work in Switzerland or an EU/AELE passport and the employer will not assist/sponsor with paperwork. /p pbMISSIONS /bbr/ /p pAs the Relationship Manager you will serve as the principal point of contact for a diverse clientbase within the designated region. Your focus is on cultivating and sustaining robust, trust-basedrelationships, characterized by utmost discretion.br/ /p pYou will join a team of 40 (Back/middle Office + relatioship Managers)br/ /p pA core aspect involves thoroughly understanding individual client financial profiles and aspirations to orchestrate bespoke wealth managementstrategies, drawing upon the firm's extensive multidisciplinary capabilities.br/ /p pYou will significantly contributes to enhancing the firm's standing through the provision of exceptionalservice, strict adherence to regulatory frameworks, and the proactive recommendation of solutionsaimed at the long-term preservation and appreciation of client assets.br/ /p pKey daily tasks involve:br/ /p ul liEngaging in regular client consultations and ensuring continuous relationship management.br/ /li liEvaluating client financial landscapes and partnering with internal experts to devise appropriateinvestment and wealth plans.br/ /li liFacilitating the client onboarding/integration process, ensuring meticulous documentation and precise record-keeping.br/ /li liKeeping abreast of market trends and evolving regulatory environments to offer pertinent advice.br/ /li liProactively identifying new business prospects within the designated market and strategicallyexpanding the client portfolio.br/ /li liGuaranteeing complete compliance with all applicable FINMA/financial regulations and internalgovernance policies.br/ /li liCollaborating with various internal departments to provide comprehensive support across theentire spectrum of wealth management services. /li /ul h3Requirements /h3 ul liProven experience and demonstrated track record in fostering and managing client relationships. /li liClient Relationship management preferably in Wealth management or capital markets domains would be a distinctadvantage. /li liYou already own an exploitable book of clients you can leverage on. /li liExceptional command of the English language, both written and spoken.br/ /li liAdditional linguisticproficiencies, such as German or Spanish, are considered a valuable asset. /li liAn inherent drive for initiative, coupled with a profound dedication to client satisfaction.br/ /li liGenuine curiosity for the intricacies of financial ecosystems.br/ /li /ul bInterview process : /bbr/ p3 interviews /p pFirst HR Screening /p pTeam interview /p pOnsite Interview /p bConditions /bbr/ pPermanent role /p pSalary : up to 400k CHF including attractive incentive compensation package based on sharing revenue generated /p /p #J-18808-Ljbffr