Senior Relationship Manager/Team Head
Pelham Select
vor 2 Tg.

Role Description

Senior Relationship Manager with extensive portfolio of Swiss High Net Worth clients required for a Swiss based leadership position with a leading international Wealth Management firm.

  • Acquire new client relationships whilst maintaining and strengthening current relationships
  • Increasing revenue through analysis of existing portfolio and relationships
  • Advising clients and selling products to with assistance of product specialists
  • Ensuring compliance with relevant legal and regulatory requirements
  • Using existing specialist knowledge and working with investment specialists to ensure exemplary client service and satisfaction
  • Reporting client feedback and suggesting improvements / new initiatives to improve service & client development
  • Leading and developing junior team members with P&L responsibility
  • Key Requirements

  • Excellent track record with extensive portfolio of Swiss HNW clients
  • Ideally able to transfer around 30 - 50m CHF in 12 months to new platform
  • Proven leadership capabilities, previous experience developing junior team members is ideal
  • Fluent Swiss-German / French speaker
  • Charismatic and professional mindset, excellent communication and presentation
  • Benefits

  • Top tier compensation package, highly transparent bonus structure linked to revenues generated
  • Renowned platform with excellent reputation and stellar platform
  • Ability to leverage platform and brand to generate new clients
  • Development of HNW division within the group, excellent long term career development prospects
  • Bewerben
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