Senior Relationship Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Relationship Manager (Wealth Management): Managing and expanding a portfolio of HNWI/UHNWI clients in the UK with an accent on holistic wealth solutions and business development. Focus on leveraging internal expertise to deliver investment, credit, and banking services while maintaining strong client relationships.
Location: Must be based in Zurich, Switzerland
Company
is a globally active, family-owned, and publicly listed investment firm headquartered in Zurich, committed to long-term thinking and sustainable wealth management.
What you will do
- Develop and manage a network of HNWI/UHNWI clients in the United Kingdom.
- Act as a trusted advisor providing recommendations across multiple financial products and services.
- Lead the client experience by coordinating with internal specialists for investment, credit, and banking solutions.
- Identify and pursue new business development opportunities through internal and external referral partners.
- Manage sophisticated wealth structures for internationally connected families and business owners.
Requirements
- Minimum 12–15 years of experience in Private Banking or Wealth Management.
- Established book of UK-based HNWI/UHNWI clients is a must.
- Proven track record in client acquisition, retention, and relationship development.
- Extensive knowledge of the UK Private Banking and Wealth Management market.
- Fluency in English is required.
- Willingness to embrace AI-enabled tools and workflows.
Culture & Benefits
- Work in a top Zurich location with provided lunch.
- Collaborate within a diverse, international, and agile team environment.
- Benefit from a flat hierarchy that encourages collaboration at all levels.
- Engage in a culture that values unique perspectives and long-term professional growth.
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