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Relationship Manager

Virobel Wealth Management
Zurich, Switzerland
100k - 250k CHF
Closing date
Jan 15, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Maintain and develop new opportunities with clients.
  • Provide holistic investment advice and maintain client satisfaction/ expectations.
  • Analyse clients' data and provide strategic recommendations.
  • Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality and requisite returns on risk.
  • Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.

  • 3 - 5+ years of Financial Services experience.
  • Strong communication and interpersonal skills
  • Strong customer service focus.
  • Excellent commercial and negotiation skills.
  • Attention to detail and the ability to work in an entrepreneurial environment
  • Proven track record in self origination of UHNW, asset gathering, asset growing and revenue generation.
  • Willingness to work in a target driven and high performance environment.

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