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Relationship Manager Key Clients (m/f/d)

Zürcher Kantonalbank

Employment type
Full-time
Location
Zürich
First posted
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80% - 100% | Sales and Customer Advisory | Zürich | Experienced Professionals Take the chance to be successful together with us in a strength-based leadership culture. For our Private Banking Key Clients team, we are looking for an ambitious, motivated personality with high initiative who embraces challenges with passion. In interdisciplinary teams, you will strategically advise our sophisticated private banking clientele and develop tailor-made, conceptual solutions. Do you know how to build and maintain long-term and trusting relationships with key clients? Do you enjoy complex tasks and are open to accepting challenges and constantly developing yourself? Then you are exactly right for this role. Your tasks • Holistic advice and support for our Key Clients at the level of total assets - including the development, implementation, and ongoing optimization of individual customer solutions • Developing and implementing complex wealth concepts together with internal specialists (investment advisors, financial planners, tax and inheritance law experts, financing consultants, real estate appraisers, etc.) • Ensuring the high quality of individual customer solutions as well as compliance with regulatory requirements • Systematic building and expanding of an internal and external network to promote sustainable growth and long-term customer relationships Your profile • Completed advanced basic education (Uni, FH) as well as ideally targeted further training in the financial sector (e.g., DAS, MAS, MBA, CFA, AZEK, etc.) • Several years of experience in building, developing, and maintaining customer relationships in the private banking environment • Ability to position yourself as a strategic partner in all wealth matters with existing Key Clients and to targeted expand your own network • In-depth specialist knowledge in at least one of the following areas is an advantage: complex financing, tax issues, legal aspects of succession and wealth structuring, support for liquidity events • Strong goal, performance, and closing orientation as well as a structured and reliable way of working Our offer • Exciting, wide-ranging area of responsibility in sophisticated Private Banking with Key Clients (Business volume CHF 5 to 30 Mio.) • Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world • A professional, customer- and performance-oriented working environment with competent colleagues who support each other • Diverse opportunities for professional and personal development • The chance to be part of the success of a strong and strategically relevant area for the bank Your contact Lucie Kulhanek looks forward to helping you. Telephone: 044 292 27 62

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Posted 6 weeks ago

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