Senior Associate Relationship Manager based in Zurich (100%, F/M)

Your next challenge:  

This role offers a unique opportunity to develop strong relationship management skills while also providing essential administrative support. As a Senior Associate Relationship Manager, you will play a key role in pursuing and owning a client book, ensuring exceptional service and building lasting relationships with clients.

Client Relationship Management:

  • Nurture existing client relationships to ensure client satisfaction and retention
  • Understand clients' financial goals and objectives, providing personalized financial solutions
  • Regularly communicate with clients to update them on market trends, investment opportunities, and portfolio performance 

Client Portfolio Management:

  •       Analyze clients' financial positions and risk profiles to construct suitable investment portfolios
  •       Collaborate with our internal investment experts to offer clients diversified and tailored investment solutions
  •       Monitor and rebalance client portfolios as per market conditions and changing client needs.

Compliance and Regulatory Adherence:

  •      Ensure all client interactions and financial transactions adhere to local laws, regulations, and internal bank policies.
  •      Maintain accurate and up-to-date client records and documentation, including Know Your Customer (KYC) information.

Administrative Support:

  •       Provide administrative and operational support to ensure smooth client interactions and portfolio  management
  •       Assist in preparing client reports, presentations, and investment proposals

Continuous Learning and Skill Development:

  • Stay updated with financial industry trends, market conditions, and investment products
  • Enhance knowledge and skills through training and professional development programs
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