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Private Banking/ Relationship MGMT (5)
Temporär (1) | Feststelle (4)

Junior Relationship Manager Private Banking

Zürich / Eintritt nach Vereinbarung
kessler.vogler is an owner-run company specialising in consultation, selection and recruitment of experts and executives for banks and financial service providers for permanent and temporary positions.

Do you want to develop yourself further, and are therefore looking for a new professional challenge at a bank or financial service provider?

Currently we are recruiting for our client, a Swiss Private Bank, a Junior Relationship Manager Private Banking. You are already experienced as Junior Relationship Manager and and are looking for a new opportunity? Or you have been working in the past years as an Assistant in the Private Banking department and would like to take your chance to become a Junior Relationship Manager?

Tätigkeiten:
  • Maintain and develop a close and long-term relationship with clients
  • Analyze current wealth structures and needs of new clients
  • Prepare customized investment proposals and solutions aligned in line client’s expectations
  • Execute payments, transactions and other financial operations
  • Open new client accounts and administrate them properly
  • Prepare client and prospect meetings and follow-up actions.
  • Work closely with Investment Specialists to be up-to-date with new investment solutions and guidelines that match clients investment policy and offer a best-in-class product portfolio
  • Control client compliancy and internal processes in the data base. Review client files to relevant statutory regulations and regulatory requirements
  • Deputizing the Assistant of the Head Wealth Management Zurich and Basel

Anforderungen:
  • Master’s degree
  • Minimum 2 years of experience in private banking and/or wealth management
  • Customer service skills
  • Strong knowledge of investments, banking, trust concepts, asset allocation on structured product portfolios, brokerage accounts, deposit solutions, identification of wealth planning opportunities and portfolio reviews
  • Proactive and solutions-oriented personality
  • Excellent presentation skills and strong communicator
  • Ability to negotiate

Sprachen: Fluent in German and English, French knowledge is a plus
Einsatzort: Zürich
Eintritt ab: nach Vereinbarung
Stellenart: Dauerstelle
Stellen-Nr.: 8000
Ihre Kontaktperson:
Jean-Pierre De Barro
Senior Consultant
T 043 305 00 29
debarro@kessler.vogler.ch E-Mail
Jean-Pierre De Barro
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Portfolio-/ Assetmanagement (1)
Feststelle (1)