Client Relationship Manager H/F- CDI - Switzerland

Description de la mission

🌟 Join  US as a Relationship Manager in Switzerland 🌟

Are you passionate about building trusted client relationships and contributing to long term wealth strategies in an international environment? We are  looking for a dedicated Relationship Manager to support the development of its activities across Switzerland.

As part of  a Group,  we are an international multidisciplinary wealth management firm with more than 50 years of private banking expertise. Operating as an independent unit with entities in Switzerland and the USA, we place clients’ interests at the centre of its approach, delivering unbiased advice and comprehensive wealth solutions under the supervision of FINMA.

 This role offers the opportunity to work within a firm committed to confidentiality, regulatory excellence, and long term value creation for its clients.

💼 Main Responsibilities

 As a Relationship Manager, you will act as a primary contact for clients across Switzerland, building and maintaining long term relationships based on trust and discretion. You will understand each client’s financial profile and objectives in order to coordinate tailored wealth management solutions leveraging our ’s multidisciplinary expertise.

 You will contribute to strengthening our  reputation by delivering high quality service, ensuring alignment with regulatory expectations, and promoting solutions designed to preserve and grow clients’ assets over time.

 Your day to day responsibilities will include:

 Conducting client meetings and maintaining ongoing relationship follow up

Assessing financial situations and collaborating internally to structure suitable wealth strategies

Supporting client onboarding processes and ensuring accurate documentation and record maintenance

Monitoring market developments and regulatory context to provide relevant insights

Identifying business development opportunities across Switzerland and expanding the client network

Ensuring full adherence to FINMA regulations and internal compliance standards

Coordinating with internal specialists to deliver holistic support across all aspects of wealth management.

Type de fonction

Finance d'entreprise / Gestion / Comptabilité

CDI

Lieux de travail

Switzerland

Niveau de formation

Formation minimum Peu importe

Expérience : 5 ans

Rémunération brute sur 12 mois

Les avantages

 Intéressement

 Télétravail

 Autres

Attractive compensation package based on a sharing of the revenues generated by the RM's portfolio.

Profil recherché

🎓 Required Qualifications

 - No specific educational background required; we value experience and interpersonal skills equally.

- Proven experience in client relationship management, preferably within the financial or investment sector.

- A proactive attitude with a passion for client service and financial markets.

Compétences attendues

gestion des relations

 Langues requises

Anglais           Niveau Courant

 CRITERES INDISPENSABLES

Proven experience in client relationship management, preferably within the financial or investment sector.

Owning a book of clients to incorporate to our  Capital Management.