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Responsible Private Relationship Management - Associated Director(m/w/x)

Swissquote
Zürich

You lead a team focused on client relationship management, ensuring efficient operations and employee development while promoting collaboration and addressing performance issues.

Anforderungen

  • •Minimum 3 years in banking
  • •Previous leadership experience is a strong advantage
  • •Very good knowledge in client relationship management
  • •Proficiency with CRM platforms and Microsoft Office
  • •Very good understanding of financial markets
  • •Strong project management and problem-solving skills
  • •Ability to prioritize and deliver multiple tasks
  • •Excellent interpersonal skills and team player
  • •Excellent communication and presentation skills
  • •Excellent communicator in German/English

Deine Aufgaben

  • •Lead and support a team of 11 people
  • •Foster a positive work atmosphere
  • •Promote collaboration and trust among team members
  • •Address conflicts with senior management or HR
  • •Support employee growth through training and mentorship
  • •Lead the recruitment process with Talent Acquisition
  • •Ensure proper onboarding for new hires
  • •Set performance expectations and provide feedback
  • •Conduct performance reviews and address issues
  • •Manage underperformance processes with senior management
  • •Control daily operations for client-related activities
  • •Delegate responsibilities for efficient workflow
  • •Manage complex client requests and transactions
  • •Implement regular reports on team efficiency
  • •Maintain accurate documentation of procedures
  • •Foster collaboration with internal and external partners
  • •Lead strategic initiatives for process transformation
  • •Monitor team workload and resource allocation

Original Beschreibung

## Job Description As the “Associated-Director” in the Private Relationship Management department, you will be responsible for the HNWI/UHNWI private relationship management team. Reporting directly to the Vice-Director, you will be in charge of the supervision of the operational activities and the people management in accordance with your senior management. **Key responsibilities** Team Management: * **Leading and supporting a team of 11 people:** * Fostering a positive work atmosphere where employees feel motivated, valued, and connected to the team and the organization. * Promoting collaboration, trust, and cohesion among team members. * Addressing any potential conflicts among team members to your senior management and/or HR Partner * Supporting employee growth through training, mentorship, coaching, and advancement opportunities. * **Hiring:** * Leading the recruitment process with your Talent Acquisition Partner * Ensuring new hires are properly introduced to the team, the organization, its culture, policies, and their specific roles. * **Performance Management:** * Setting performance expectations, providing feedback, conducting performance reviews, and addressing any performance issues. * **Conducting under performance process** * with the help of your Senior Management and HR Partner. Operations management: * **Controlling daily operations:** Ensure the seamless execution of daily client-related activities such as account maintenance, trade execution, transaction oversight and compliance adherence. * **Delegating:** Distribute responsibilities across the team to ensure efficient workflow and timely delivery of client services. * **Executing non-ordinary operations:** Manage complex or high-impact client requests such as bespoke investment solutions, cross-border transactions, and sensitive regulatory matters. * **Reporting:** Implement and produce regular reports and performance statistics to monitor team efficiency, client satisfaction, and operational risks. * **Documentation and Procedures:** maintain accurate and up-to-date documentation of key procedures, ensuring transparency, consistency, and compliance with internal and external standards. * **Collaborating:** Foster strong collaboration with internal departments (e.g., Legal, Compliance, Trading Floor) and external partners (e.g., custodians, legal advisors) to support client needs. * **Project Management:** Lead or support strategic initiatives such as process transformation and service model enhancements projects. * **Monitoring:** Continuously assess team workload and resource allocation to ensure optimal performance and identify areas for improvement or support. ## Qualifications * Minimum of 3 years’ track record in banking, preferably in trade execution, private banking or wealth management * Previous experience in a leadership role is a strong advantage * Very good knowledge and previous experience in client relationship management, investment advisory or trade execution * Proficiency with CRM platforms, portfolio management tools, and Microsoft Office Suite * Very good understanding of financial markets, investment products, and cross-border regulations * Strong project management and problem-solving skills * Ability to prioritize and deliver multiple tasks in a deadline-driven environment * Excellent interpersonal skills, results-oriented, team player * Excellent communication and presentation skills, with the ability to engage effectively with HNWI/UHNWI clients and internal stakeholders * Excellent communicator in German/English ## Additional Information SQ2
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