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Open nowPosted 5 days ago

Junior Relationship Manager - Private Banking (m/w/d)

job-room.ch86,007 open roles

Where
Zürich, ZH, Switzerland
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Your applicationOpen nowJunior Relationship Manager - Private Banking (m/w/d)job-room.ch · Zürich, ZH, Switzerland
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  4. 14.2%14 days
  5. 34.1%30 days
This job: posted 5 days ago

The posting

  • Einstieg ins Relationship Management mit Fokus auf (U)HNWI-Kund:innen
  • Attraktive Plattform für den Aufbau eines eigenen Kundenportfolios

About Our Client ##

Unser Kunde ist eine etablierte Privatbank mit internationaler Ausrichtung und Standort in Zürich. Das Unternehmen bietet vermögenden Privatkund:innen eine umfassende Vermögensberatung und verbindet persönliche Kundenbetreuung mit einem breiten Investment- und Wealth-Management-Angebot. Für den weiteren Ausbau des Geschäfts mit Kund aus Deutschland, Österreich und der Schweiz suchen wir eine ambitionierte Persönlichkeit, die bereits Erfahrung mit anspruchsvollen (U)HNWI-Kund:innen mitbringt und sich langfristig im Relationship Management entwickeln möchte.

Job Description ##

  • Betreuung und Weiterentwicklung von (U)HNWI-Kund aus der DACH-Region
  • Marktbearbeitung zusammen mit einem/einer Senior Priavte Banker:in
  • Aktive Akquisition neuer Kund sowie Ausbau des persönlichen Netzwerks
  • Identifikation von Kundenbedürfnissen und Entwicklung passender Lösungen
  • Enge Zusammenarbeit mit Investment-, Wealth-Planning- und Produktspezialist
  • Schrittweiser Aufbau eines eigenen, nachhaltigen Kundenportfolios

The Successful Applicant ##

  • Mehrjährige Erfahrung im Private Banking oder Wealth Management mit (U)HNWI-Kund
  • Erste Erfahrung im Relationship Management mit klarer Sales-Affinität
  • Ausgeprägter unternehmerischer Drive und Freude an Akquisition und Kundenentwicklung
  • Bestehendes Netzwerk im DACH-Markt von Vorteil; ein grosser Business Case ist nicht erforderlich
  • Fliessende Deutsch- und Englischkenntnisse; Französisch und weitere Sprachen von Vorteil

What's on Offer ##

  • Attraktive Möglichkeit für den nächsten Schritt ins eigenständige Relationship Management
  • Kein umfangreicher bestehender Business Case als Voraussetzung
  • Etablierte Private-Banking-Plattform mit breitem Produkt- und Investmentangebot
  • Direkter Kundenkontakt und viel Eigenverantwortung beim Aufbau des eigenen Portfolios
  • Langfristige Entwicklungsmöglichkeiten innerhalb eines professionellen und internationalen Umfelds

Quote job ref

JN-092026-7111921

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Where

Zürich

Contract Type

Permanent

Job Reference

JN-092026-7111921

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