Junior Relationship Manager HNWI (m/f/d)
- 22 July 2026
- 100%
- Horgen
About the job
80% - 100% | Sales and Customer Advisory | Horgen | Experienced Professionals
In our HNWI team at the Horgen location, we passionately advise and support clients along the entire left lakeside on investments, financing, and retirement planning. We act as experienced and competent partners who create individual customer experiences and work closely with relevant stakeholders. For sustainable support, we are the central point for all customer segments and coordinate optimal, needs-based care.
Your tasks
- Advising and supporting clients in the areas of investments, financing, and retirement planning in close collaboration with internal specialists
- Expanding existing business relationships in the 1 to 5 million segment on the left lakeside with your own client portfolio
- Actively recognising and exploiting potential as well as developing clients into the appropriate segments
- Developing needs-oriented solutions taking into account the individual wishes, goals, and life situations 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) or near completion
- Professional experience in customer support and advisory including managing your own client portfolio
- Knowledge in the areas of investments, financing, and retirement planning
- You score with your trustworthy, communicative, and empathetic manner.
- Your strong acquisition personality with a pronounced sales flair rounds off your profile.
- Very good German and English skills – any additional language is an advantage
Our offer
- Diverse range of tasks and entrepreneurial scope for action
- Network expansion across all customer segments
- Family-like environment and close collaboration with internal stakeholders with 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 from A for retirement provision to Z for zoo tickets
Patrik Weymann
is happy to assist you.
Phone: 044 292 27 65
is happy to assist you.
Phone: 044 292 27 65
