Senior Relationship Manager, KSA UHNW Wealth Management, Bulge Bracket Bank, Zurich

Mandate Status: 
Active
Mandate Code: 
UZZ006/9/11
- Bulge bracket bank is looking to add a Senior Relationship Manager for Saudi Arabia to their Zurich office
- Looking to hire a Senior Banker with UHNW/family office connectivity
- Considering candidates with traditional private banking experience or institutional experience who have a transferable client base from which they can onboard assets

Requirements: 

  • Candidates with at least 8+ years of experience in private banking, an investment banking financing or coverage team, or who has obtained significant client penetration through another relationship focused role within a financial institution
  • Candidates must show high level connectivity with UHNWIs in Saudi Arabia and have a demonstrable track record of originating business from such individuals/family groups
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key

Responsibilities: 

  • Primary responsibility is origination of UHNW clients and Net New Assets for the wealth management platform
  • Sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions for and provide advice to clients
  • Effectively collaborate with senior members of the department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Keep up-to-date knowledge of economic/market trends and be able to identify the key change triggers
  • 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

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