Relationship Manager Key Clients (m/w/d) — Zürcher Kantonalbank

Full description

• Relationship Manager Key Clients (m/f/d) 80% - 100% | Sales and customer service | Zurich | Experienced professionals Apply online now Take the opportunity to be successful together with us in a strength-based leadership culture. For our Private Banking Key Clients team, we are looking for an ambitious, motivated personality with a high level of initiative, who accepts challenges with passion. In interdisciplinary teams, you will strategically advise our demanding private banking clientele and develop tailor-made, conceptual solutions. Do you understand how to build and maintain long-standing and trusting relationships with key customers? Do you enjoy complex tasks and are open to taking on challenges and constantly developing? Then you are exactly right in this role. Your tasks
• Holistic advice and support of our key clients at the level of total assets – including the establishment, implementation and ongoing optimization of individual customer solutions
• Developing and implementing complex asset concepts together with internal specialists (investment advisors, financial planners, tax and inheritance law experts, financing consultants, real estate valuers, etc.)
• Ensuring the high quality of individual customer solutions and compliance with regulatory requirements
• Systematic establishment and expansion of an internal and external network to promote sustainable growth and long-term customer relationships
• Completed further basic training (uni, FH) as well as ideally targeted further training in finance (e.g. DAS, MAS, MBA, CFA, AZEK, etc.)
• Several years of experience in establishing, developing and maintaining customer relationships in the private banking environment
• Ability to position itself as a strategic partner in all asset issues with existing key clients and to expand its own network in a targeted manner
• In-depth expertise in at least one of the following areas is advantageous: complex financing, tax issues, legal aspects of succession and asset structuring, support of liquidity events
• Strong goal, performance and final orientation as well as a structured and reliable working method
• Exciting, wide-ranging area of responsibility in demanding private banking with key clients (business volume CHF 5 to 30 million)
• Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
• A professional, customer- and performance-oriented working environment with competent colleagues who support each other
• Diverse opportunities for professional and personal development
• The opportunity to be part of the success of a strong and strategically relevant area for the bank