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Relationship Manager Private Banking Ostschweiz (halber Case) - Suissetalent

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Relationship Manager Private Banking Ostschweiz (halber Case)

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Für unsere Kundin, eine renommierte Privatbank suchen wir zwecks Teilübernahme bestehender Kunden einen Relationship Manager Private Banking Schweiz, welche*r in der Ostschweiz wohnhaft ist und dort auch gerne arbeiten möchte.

Ihre Aufgaben im Wesentlichen:

Teilübernahme eines etablierten Kundenbuches mit dem Ziel, langfristige Beziehungen auszubauen und zu festigen

Ganzheitliche Beratung in Vermögensfragen inklusive Anlagelösungen, Finanzierungen, Nachfolgeplanung und strukturierter Vermögensverwaltung

Betreuung und Weiterentwicklung eines selektiven Kundenportfolios im Bereich vermögender Privatkunden mit Fokus auf die Ostschweiz

Pflege und Erweiterung Ihres bestehenden Netzwerks in der Region sowie gezielte Akquisition von Neukunden

Enge Zusammenarbeit mit internen Fachspezialisten (z. B. Investment Advisory, Wealth Planning, Tax, Lending)

Sicherstellung der Einhaltung sämtlicher regulatorischer Vorgaben und interner Richtlinien

Ihre Qualifikationen

Mehrjährige Erfahrung im Private Banking mit Fokus auf den Schweizer Markt, idealerweise in der Ostschweiz

Erfolgsnachweis in der Pflege und dem Ausbau eines anspruchsvollen Kundenstammes

Verankerung in der Region sowie ein existierendes Netzwerk im HNWI-Umfeld

Hohe Beratungskompetenz, ausgeprägtes Verständnis für ganzheitliche Vermögenslösungen

Integrität, Professionalität und ein hohes Mass an Eigeninitiative

Verhandlungssichere Deutschkenntnisse, Englisch von Vorteil

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General Information

Zürich

Posted today

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