Relationship Manager EAM

Location: Zürich / Gotthardstrasse 44, Switzerland

Company

Family-owned and publicly listed financial services organization with more than 2,000 professionals across 29 locations, headquartered in Zurich and focused on long-term thinking and sustainability.

What you will do

• Take over and effectively manage an existing client portfolio.
• Develop new client connections, bring in personal client relationships, and acquire new business from existing clients.
• Advise clients and prospects as a trusted advisor by recommending multiple products and services.
• Build an in-depth understanding of clients’ needs, preferences, wealth, and changing business circumstances.
• Act as the relationship lead and remain accountable for the client experience.
• Coordinate specialists, service officers, and other experts to deliver investment fiduciary, credit, and banking solutions.

Requirements

• Education in finance or economics.
• At least five years of experience as a Relationship Manager; experience supporting external asset managers is an asset.
• A good network of potential customers.
• Client-focused approach, exceptional interpersonal skills, high motivation, and entrepreneurial spirit.
• Solution-oriented mindset with considerable sales and financial aptitude.
• Proactive, analytical, and structured working style.
• Team-oriented approach and commitment to delivering a consistently high service level.
• Fluency in German and English.

Culture & Benefits

• Zurich location with collaboration spaces, rooftop terraces, and free lunch.
• Friendly and diverse team in an open-office environment with modern equipment.
• Access to current technology and an agile way of working.
• Flat hierarchy, collaboration across levels, and a collaborative campus atmosphere.
• Long-term focus on sustainability and building better futures for clients and society.