Associate Relationship Manager – Switzerland / DACH

  • Experience level : Intermediate
  • Activity : Wealth Management
  • Office : Zurich

The Associate Relationship Manager will be working within the bank’s Wealth Management department in our Zurich office. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to the team’s success.

Your missions
  • Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs
  • Develop your own network for client acquisition
  • Meet prospects and clients, prepare client meetings and manage follow-up actions
  • Understand product offering of Syz and develop ability to pitch also complex solutions to clients.
  • Develop your own value proposition in accordance to the banks strategy as a holistic advisor
  • Provide to the client with investment and management advice/proposals, aligned with the client’s goals, assets and chosen investment.
  • Maintain close collaboration with specialists to keep up-do-date with (investment) solutions and developments in the financial industry
  • Keep accurate and up-to-date client investment profiles using internal tools
  • Ensuring the plausibility and truthfulness of the client information, evaluation whether the client is at risk or not, responsible for the account opening process (identity check, KYC, World check etc.)
  • Execute transactions, payments and other banking operations
  • Open new accounts and follow-up on administrative matters
  • Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Senior Relationship Manager in his daily tasks.
Your profile

 

Education:

  • Degree in finance or similar qualification
  • Ideally a post-graduate qualification such as CFA or CWMA
  • Or a first experience while studying


Professional Experience required:

  • 5-7 years of private banking experience with a first experience at least 2-3 years as Relationship Manager

Soft skills:

  • Interested in people, their stories, needs, circumstances
  • Autonomous, multi-tasking, proactive
  • Team spirit and collaborative spirit
  • Positive attitude, showing engagement
  • Solutions-oriented and proactive mindset
  • Excellent communication and presentation skills, both written and oral
  • Interpersonal, negotiation and influencing skills
  • Entrepreneurial, challenge status quo, innovative
  •  

Technical skills:

  • Client relationship management skills
  • Understanding of investments products
  • Strong user level in all common IT tools


Languages:

(Swiss)-German, English and French

 

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