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Open nowPosted 6 days ago

Senior Relationship Manager - International Clients

job-room.ch86,007 open roles

Where
Zürich, ZH, Switzerland
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Your applicationOpen nowSenior Relationship Manager - International Clientsjob-room.ch · Zürich, ZH, Switzerland
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  5. 34.1%30 days
This job: posted 6 days ago

The posting

  • Uncaped Bonus
  • International UHNWI/HNWI

About Our Client ##

A Zurich-based, entrepreneurial External Asset Manager providing independent, tailored wealth management solutions to international HNW and UHNW clients through a flexible platform, strong banking partnerships and a client-centric approach.

Job Description ##

  • Independently manage and develop an existing portfolio of international private clients.
  • Bring and actively develop your own established client book and network.
  • Act as a trusted and long-term advisor to clients and their families.
  • Take full entrepreneurial responsibility for the development and profitability of your client relationships.
  • Identify additional needs and opportunities within your existing client base and develop the relationships accordingly.
  • Acquire new clients through your personal network, referrals, professional intermediaries and targeted business development activities.
  • Build and maintain long-term relationships with clients, family offices, external asset managers, lawyers, tax advisors and other professional intermediaries.
  • Coordinate individual wealth management solutions in collaboration with portfolio managers, investment specialists, banks and other external partners.
  • Ensure a high level of client service and act as the central point of contact for your clients.
  • Develop and implement your own business development strategy for relevant international markets.
  • Represent the company at client meetings, industry events and international networking opportunities.
  • Monitor regulatory, market and geopolitical developments relevant to your international client base.

The Successful Applicant ##

  • Several years of successful experience as a Relationship Manager, Client Advisor or similar role within private banking, wealth management or an EAM environment.
  • Proven track record of managing and developing international private clients.
  • Existing and transferable client book with demonstrable business potential.
  • Strong network among HNW/UHNW clients and/or relevant professional intermediaries.
  • Entrepreneurial mindset with a strong sense of ownership and commercial drive.
  • Demonstrated ability to originate new business and develop existing client relationships.
  • Excellent understanding of wealth management, investment solutions and financial markets.
  • Strong interpersonal and communication skills and the ability to build trusted, long-term relationships.
  • Ability to work independently while effectively leveraging internal and external specialists.
  • High level of integrity, discretion and professionalism when dealing with sophisticated private clients.
  • Strong understanding of regulatory and compliance requirements relevant to international clients.
  • Fluency in English; additional languages are highly advantageous depending on the target markets.
  • Swiss residency or an established professional network in Switzerland is an advantage.

What's on Offer ##

  • Entrepreneurial freedom: Manage and develop your business with a high degree of autonomy.
  • Attractive revenue participation: Benefit directly from the revenues generated through your client relationships and business activities.
  • Established EAM platform: Access to an experienced team, established infrastructure and a broad network of banking and investment partners.
  • International focus: Build and manage relationships with sophisticated clients across international markets.
  • Lean and flexible environment: Short decision-making processes and the ability to respond quickly to client needs.
  • Long-term perspective: Build and grow your own client franchise within a stable and established platform.
  • Zurich-based platform: Benefit from the international wealth management ecosystem and strong financial services environment in Zurich.

Quote job ref

JN-092026-7111540

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Where

Zürich

Contract Type

Permanent

Job Reference

JN-092026-7111540

Job Nature

Home Office

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