Relationship Manager
- Employer
- Virobel Wealth Management
- Location
- Zurich, Switzerland
- Salary
- 100k - 250k CHF
- Closing date
- Jan 15, 2023
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities
Qualifications
- Maintain and develop new opportunities with clients.
- Provide holistic investment advice and maintain client satisfaction/ expectations.
- Analyse clients' data and provide strategic recommendations.
- Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality and requisite returns on risk.
- Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
Qualifications
- 3 - 5+ years of Financial Services experience.
- Strong communication and interpersonal skills
- Strong customer service focus.
- Excellent commercial and negotiation skills.
- Attention to detail and the ability to work in an entrepreneurial environment
- Proven track record in self origination of UHNW, asset gathering, asset growing and revenue generation.
- Willingness to work in a target driven and high performance environment.
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