Relationship Manager - Private Banking (f/m/x)
Robert Half
Zürich
vor 6 Tg.

Vacancy : Relationship Manager - Private Banking (f / m / x) - We are looking for a Relationship Manager specialized in Private Banking for our client, an international Bank based in Zürich .

For this position, the employee in question will work directly for our client. Despite the Covid-19 situation, our customer is currently looking for motivated employees (f / m / x).

The support, placement and all of our additional services are free of charge for you as the applicant.

Your Responsibilities as Relationship Manager - Private Banking (f / m / x)

  • Able to bring a portfolio of private clients
  • Manage relationship and originate business from existing clients
  • Acquire new clients and partners
  • Provide extensive personalized service to customers with specific or special banking needs
  • Develop and expand a portfolio of clients within the affluent customer segment by selling the full range products and services in a highly consultative, needs based manner
  • Meet or exceed goals in prospecting, sales, revenue, consumer asset growth, customer satisfaction, and market share
  • Execute prospecting and sales plan in a manner that is proactive
  • Your Qualification and Skills

  • Proven track record of at least 5+ years working with the same clients within the same Bank
  • Experience with client acquisition and management of wealth for clients
  • Outstanding network in the private banking industry to support our growth strategy and to push the development agenda for revenue, NNA
  • Skills to acquire new High-Net-Worth and Ultra high-Net-Worth clients through referrals, own network and by actively approaching potential clients
  • Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
  • First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders
  • A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure
  • Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality able to introduce innovative tools and solutions to clients
  • High level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies
  • MBA or degree from a university or an institute of higher education
  • Fluent in English, German, any additional language is an advantage
  • Our client is offering

  • A permanent employment contract
  • The possibility to work in an international environment in a successful Bank in Zürich
  • Great career opportunity within the company in Switzerland and internationally
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