Senior Relationship Manager HNWI (m/w/d) — Zürcher Kantonalbank

Full description

70% - 100% | Sales and Client Advisory | Kloten | Experienced professionals

Description

In our Private Banking team for the Zurich North region at our location in Kloten, we are passionate about advising and supporting prospective and existing clients in the HNWI segment on investments, financing and pension planning. We act as experienced and competent specialists who create individual client experiences and work closely with relevant stakeholders. For sustainable support, we are the central point of contact for all client segments and coordinate optimal, needs-based support. Are you interested in people, able to inspire them, and do you bring sound knowledge and expertise? Then we look forward to getting to know you.

Your responsibilities

• Advising and supporting our clients in the areas of investments, financing and pension planning
• Close collaboration with internal specialists
• Expanding existing business relationships with your own client portfolio
• Identifying and leveraging client potential and developing clients into the appropriate segments
• Developing needs-oriented solutions while taking into account the individual wishes, goals and life situation of our clients
• Contributing to target-group-specific market development measures, in particular contact campaigns, and carrying out representative duties

Your profile

• Completed higher education in Banking & Finance (HF/FH) and preferably further training in finance
• Professional experience (min. 3-5 years) in client support and advisory, including managing your own client portfolio
• Sound knowledge in the areas of investments, financing and pension planning
• With your trustworthy, communicative and empathetic personality, you impress across the board.
• Your personality, strong in acquisition, with a pronounced flair for sales rounds off your profile
• Fluent German and very good English

Our offer

• A friendly and motivated 10-person team in Kloten / Oerlikon that is looking forward to working with you
• Diverse range of responsibilities with plenty of room for shaping and a high degree of personal responsibility
• Family-like environment and close collaboration with internal stakeholders with networking opportunities
• We invest a lot in our employees and offer individual training and development opportunities
• Culture of appreciation and continuous (further) development – both personally and professionally
• Attractive overall package with extensive additional benefits and discounts

Contact

Mr Patik Weymann is happy to help you. Phone: 044 292 27 65