Senior Relationship Manager HNWI (m/w/d)

Description du poste

This job ad was AI-translated from German. See original Job summary Show Join our Private Banking Team in Uster, focusing on HNWI clients. Enjoy a supportive work environment with growth opportunities. Tasks Advise clients on investments, financing, and retirement planning. Collaborate closely with internal specialists for tailored solutions. Expand existing client relationships and develop potential. Skills Degree in Banking & Finance and 5+ years of client advisory experience. Strong knowledge in investments, financing, and retirement. Excellent communication and interpersonal skills. About the job 80% - 100% | Sales and Customer Advisory | Uster | Experienced Professionals In our Private Banking team for the Zurich Oberland region at the Uster location, we passionately advise and support potential and existing clients in the HNWI segment on investments, financing, and pension matters. We act as experienced and competent specialists who create individual customer experiences and work closely with relevant stakeholders. For sustainable support, we are the central point of contact for all customer segments and coordinate optimal, needs-based care. Are you interested in people, able to inspire them, and bring solid knowledge and expertise? Then we look forward to meeting you. Your tasks Advising and supporting our clients in the areas of investments, financing, and pensions Close collaboration with internal specialists Expanding existing business relationships with your own client portfolio Identifying and exploiting customer potential as well as developing clients into the appropriate segments Developing needs-oriented solutions taking into account the individual wishes, goals, and life situation of our clients Participating in target group-specific market development measures, especially contact campaigns, and undertaking representative tasks Your profile Completed university degree in Banking & Finance (HF/FH) and preferably further training in the financial sector Professional experience (at least 5 years) in customer support and advisory including managing your own client portfolio Solid knowledge in the areas of investments, financing, and pensions Your trustworthy, communicative, and empathetic personality convinces across the board. Your strong acquisition skills with a pronounced sales flair complete your profile. Fluent German and very good English skills Our offer A lively and motivated 10-person team in Uster, looking forward to working with you Diverse range of tasks with plenty of creative freedom and high personal responsibility Family-like environment and close collaboration with internal stakeholders with many networking opportunities We invest heavily in our employees and offer individual training opportunities. Culture of appreciation and continuous (further) development – both personal and professional Attractive overall package with extensive fringe benefits and discounts Lucie Kulhanek is happy to assist you. Phone: 044 292 27 62