BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Vollzeit
Senior
Keine Angabe
Zürich
DE
Deutsche Bank5 Monate
VP, Wealth Management Specialist(m/w/x)
Management
Vollzeit
Keine Angabe
Zürich
Nejo KI-Zusammenfassung
You manage and cultivate relationships with high-net-worth clients, focusing on investment growth and compliance. Your role includes strategic planning, collaboration with teams, and active participation in client engagement activities.
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Anforderungen
- •Bachelor's degree in Finance preferred
- •Certified Chartered Financial Analyst (CFA) desirable
- •Fluency in German and English prerequisite
- •7 to 10 years financial services experience
- •Sound understanding of Swiss private banking
- •Strong interest in financial markets
- •Excellent communication and collaboration skills
- •Client-oriented and solution-oriented
- •Superior investment acumen required
- •Good understanding of Regulatory Framework
- •Strong collaboration and communication skills
- •Professional integrity
- •Ability to manage resources effectively
- •Willing to develop other staff
Bachelor-Abschluss
ODER
Master-Abschluss
Berufserfahrung
7–10 Jahre
Deine Aufgaben
- •Identify and develop relationships with HNW/UHNWIs.
- •Increase assets under management through business development.
- •Generate net new assets and revenue efficiently.
- •Balance client relationships and investment growth daily.
- •Plan and manage resources for optimal business operations.
- •Recommend suitable investment products based on client needs.
- •Review client portfolios to align with investment objectives.
- •Collaborate with IMs to discuss financial goals and market conditions.
- •Act as the Accountable Client Owner for AML compliance.
- •Maintain relationships with management teams for compliance oversight.
- •Cooperate with other functions to deliver value propositions.
- •Support business growth strategies and contribute to team performance.
- •Participate in client social events and marketing activities.
- •Complete key risk indicators and periodic KYC reviews.
- •Stay aware of local compliance and regulatory requirements.
- •Document call reports summarizing client discussions and actions.
- •Build and maintain client relationships from initiation to closure.
Sprachen
Deutsch – verhandlungssicher
Englisch – verhandlungssicher
Deine Vorteile
Mentale Gesundheitsförderung
- •Emotional and mental balance
- •Support during life crises
- •Support for preventive measures
Gesundheits- & Fitnessangebote
- •Physical health management
Startup-Atmosphäre
- •Social connection and collaboration
Sonstige Vorteile
- •Financial goal support
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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