Relationship Manager - EAM Zurich (German Speaking)

Office
Zürich
Start Date
01.03.2025

Description

Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America, and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients’ specific requirements, objectives, and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.


Mission

We are currently looking for a highly skilled and experienced Relationship Manager to manage an existing client book while building up new business relations.


Main responsibilities

We are looking for a highly skilled and experienced Relationship Manager to manage an existing client book while building up new business relations.

  • Leading role by taking over existing business relations while further develop and gain market share
  • Collaborate closely with our dedicated investment advisory specialist to identify new investment opportunities for our EAMs
  • Navigate under current regulatory pressure, such as sanctions and geopolitical topics, AML prevention, etc. 

Start: asap

Location: Zurich 

 

 


Personal skills

  • Sales driven personality with strong communication skills and entrepreneurial mindset
  • Pricing negotiations skills and interest for investment products


    Education

    • Education: Master Degree
    • Certification: Banking Degree & CWMA Degree

    Experience

    • Years of experience: 7-10 : senior
    • Experience required:
    • Several years experience in a Swiss private bank
    • Experience in the EAM industry
    • Eastern Europe Market knowledge
    • Good understanding of the EAM industry, challenges and opportunities
    • Understanding of current sanction measures, KYC and KYT challenges
    • Proven track record in managing sophisticated EAMs a/o family offices with HNW clients
    • Experience in private banking: Mandatory

    Language

    • English: Fluent
    • German: Mother Tongue
    • French: Basic

    OTHER

    • Swiss resident: N/A

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