Senior Relationship Manager, Austria Coverage, Wealth Management, Bulge Bracket Bank, Zurich

Mandate Status: 
Active
Mandate Code: 
CIZ024/9/11
- One of the largest Private Banking platforms is looking to hire a Relationship Manager with a track record of covering UHNW and HNW’s clients from Austria, to be based in Zurich. Candidates from lateral backgrounds such as asset management, investment banking and financing with a transferable client base from which they can onboard assets will also be considered.

Requirements: 

  • Candidates with at least 8+ years of experience in financial services, who have obtained significant client penetration through a role in leveraged finance, corporate banking or domestic sales-trading
  • Demonstrates 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 a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Applies an in-depth level of knowledge in several key investment and financing products
  • Keeps abreast of financial industry developments and current global market conditions
  • Fluency in English and German is required

Responsibilities: 

  • Builds relationships with client families that cross generations to establish long-term connections to the firm
  • Effectively manages client expectations regarding what can and cannot be executed on their behalf
  • Serves as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Maintains a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Uncovers needs that are not articulated or clearly expressed by the client
  • Brings together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
  • Helps clients achieve broad financial and investment goals related to the creation, management, and transfer of wealth
  • Develops tailored solutions that address clients' unique investment, risk management, and financing/liquidity need
  • Sets challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Plans and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
  • Transfers or eliminate non-productive accounts in order to focus on clients who fit within the business strategy
  • Establishes a referral network and gain introductions to potential clients which generate new sales
  • Closes the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank

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