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Relationship Manager Private Banking Schweiz (ohne Business Case) - Suissetalent

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Relationship Manager Private Banking Schweiz (ohne Business Case)

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Wir suchen einen Relationship Manager Private Banking Schweiz, welcher ein neues passendes Zuhause für sich und seine Kunden sucht. Ein Business Case ist nicht notwendig. Unsere Kundin, eine renommierte Bank in Zürich denkt und plant langfristig, genau wie Sie uns Ihre Kunden.

Ihre Aufgaben:

Aufbau und Pflege langfristiger Kundenbeziehungen im Private Banking innerhalb der Schweiz, mit Fokus auf anspruchsvolle vermögende Privatkunden

Ganzheitliche Beratung in allen Vermögensfragen (Anlage, Vorsorge, Finanzierungen, Nachfolgeplanung etc.)

Entwicklung individueller Lösungen in Zusammenarbeit mit internen Fachspezialisten

Aktive Marktbearbeitung und Akquisition neuer Kunden durch eigenes Netzwerk, Empfehlungen und gezielte Aktivitäten

Verantwortung für den gesamten Beratungsprozess – von der Bedürfnisanalyse bis zur Umsetzung und laufenden Betreuung

Einhaltung regulatorischer Anforderungen

Ihre Qualifikationen:

Mehrjährige Berufserfahrung im Private Banking Schweiz

Unternehmerische Persönlichkeit mit hoher Eigenmotivation und Akquisitionsstärke

Ausgeprägte Kundenorientierung und sicheres Auftreten im Umgang mit anspruchsvoller Klientel

Sehr gutes Verständnis für Finanzmärkte, Anlagelösungen und Vorsorgethemen

Regionale Verankerung und aktives Netzwerk von Vorteil

Deutsche Mutterspache

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General Information

Zürich

Posted today

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