We are seeking a dynamic and experienced Relationship Manager to join our UK desk in Zurich. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth British clients, providing exceptional financial advice and personalized banking services.

Key Responsibilities:

• Client Relationship Management: Develop and maintain strong relationships with high-net-worth British clients, understanding their financial needs and objectives.
• Portfolio Management: Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions.
• Financial Advisory: Provide expert financial advice on a range of products and services, including wealth management, investment strategies, and estate planning.
• Client Acquisition: Identify and acquire new high-net-worth clients through networking, referrals, and business development activities.
• Customer Service: Deliver exceptional customer service, ensuring client satisfaction and loyalty.
• Compliance: Ensure all activities comply with regulatory requirements and internal policies.

Qualifications:

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are a plus.
• Experience: Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.
• Skills:
  • Strong understanding of financial markets, investment products, and wealth management strategies.
  • Excellent interpersonal and communication skills.
  • Ability to build and maintain long-term client relationships.
  • Strong analytical and problem-solving abilities.
  • Proficiency in English; knowledge of additional languages is an advantage.

Personal Attributes:

• Client-Focused: A passion for delivering exceptional service and financial solutions to clients.
• Proactive: Self-motivated and driven to achieve targets and grow the client portfolio.
• Ethical: High ethical standards and a commitment to integrity and transparency.
• Adaptable: Ability to thrive in a dynamic, fast-paced environment.

ABOUT COMPANY W Executive Geneva, Switzerland HR & Recruitment

W Executive is a European group offering Executive Search, Human Resources Consulting and Recruitment services. All our founders have international ba...