Associate Relationship Manager

Overview

The Associate Relationship Manager will be working within the bank’s Wealth Management department in the Zurich office. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to the team’s success.

• Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs
• Develop your own network for client acquisition
• Meet prospects and clients, prepare client meetings and manage follow-up actions
• Understand product offering and develop ability to pitch also complex solutions to clients.
• Develop your own value proposition in accordance to the banks strategy as a holistic advisor
• Provide to the client with investment and management advice/proposals, aligned with the client’s goals, assets and chosen investment.
• Maintain close collaboration with specialists to keep up-do-date with (investment) solutions and developments in the financial industry
• Keep accurate and up-to-date client investment profiles using internal tools
• Ensuring the plausibility and truthfulness of the client information, evaluation whether the client is at risk or not, responsible for the account opening process (identity check, KYC,World check etc.)
• Execute transactions, payments and other banking operations
• Open new accounts and follow-up on administrative matters
• Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Senior Relationship Manager in his daily tasks.

• Degree in finance or similar qualification
• Ideally a post-graduate qualification such as CFA or CWMA
• Or a first experience while studying

• 5-7 years of private banking experience with a first experience at least 2-3 years as Relationship Manager

• Interested in people, their stories, needs, circumstances
• Autonomous, multi-tasking, proactive
• Team spirit and collaborative spirit
• Positive attitude, showing engagement
• Solutions-oriented and proactive mindset
• Excellent communication and presentation skills, both written and oral
• Interpersonal, negotiation and influencing skills
• Entrepreneurial, challenge status quo, innovative

• Client relationship management skills
• Understanding of investments products
• Strong user level in all common IT tools

• (Swiss)-German, English and French