Relationship Manager, South Africa Coverage, Wealth Management, Bulge Bracket Bank, Zurich

Mandate Status: 
Mandate Code: 
- One of the largest private banking platforms is looking to hire a Relationship Manager to join the African private banking franchise in Zurich
- A preference towards candidates with 7+ years of experience in private banking, extensive connectivity in the region and an existing book of clients


  • Candidates must show high level of connectivity with UHNW/HNWIs and family offices in South Africa with offshore assets and have a demonstrable track record of originating business from such individuals/family groups
  • Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship acquisition and selling new products
  • Proven success in building new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Apply an in-depth level of knowledge in several key investment and financing products


  • Primary responsibility is origination of Net New Assets for the Wealth Management platform from a regional client base brought in by the candidate
  • Acquisition of UHNW clients, sale of advisory services and prospects across asset classes, including fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions for and provide advice to clients
  • Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries
  • Effectively collaborate with compliance divisions and ensure that all processes and standard are met and accurate
  • Keep up to date knowledge of economic/market trends and be able to identify the key change triggers


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