219 days ago on albertcliff.com

Junior Relationship Manager

Albert Cliff

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Junior Relationship Manager

Private BankingJunior Relationship Manager

Junior Relationship Manager

  • Location:Zurich, Switzerland
  • Salary:Competitive
  • Organization:Private bank

Our client is a leading independent provider of sustainable investment solutions for Emerging Markets with offices in six countries and over 20 years of operational track-record are currently looking for a Junior Relationship Manager.

This role would be suitable for a flexible and highly motivated entrepreneur with multi-disciplinary technical expertise in Wealth / Financial / Tax Planning and Investment Management and strong client orientation and service attitude, excellent client facing interpersonal and communication skills.

Responsibilities:
  • Supporting the regional Relationship Managers by assisting them in structuring and setting up complex investment solutions;
  • Supporting existing client relationships;
  • Building new relationships and collaborating closely with intermediaries;
  • Helping to ensure that firm’s investment solutions are up-to-date and to meet the latest regulations and business policies.
Requirements:
  • Proven know how of concepts, practices, laws and regulations of asset structuring/wealth planning as well as financial products;
  • Work exposure in the financial services industry, preferably in Wealth Planning, Wealth Management, Investment Banking, Private Equity;
  • Master’s Degree (or equivalent) in business, law or finance/accounting;
  • Exposure to clients (preferably Wealth/Asset Management; Asian/ME/Africa clientele) and direct involvement in revenue generating operations having successfully contributed to bottom line of the organization;
  • Excellent presentation skills, strong communicator, proven ability in interacting with decision makers of highest level and able to develop and maintain a network to
  • professionals and colleagues within the financial industry;
  • Proficiency in English and German spoken and written.
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