Relationship Manager Key Clients (m/f/d)
- 16 June 2026
- 100%
- Zürich
Job summary
Join a leading bank in Zurich's Private Banking sector! Be part of a dynamic team focused on client success.
Tasks
- Provide comprehensive advice and support to Key Clients on wealth management.
- Collaborate with specialists to create complex wealth solutions.
- Build and maintain long-term relationships with key clients.
Skills
- Higher education in finance, with relevant certifications preferred.
- Strong relationship-building and client management skills are essential.
- Proficient knowledge in financial structuring and legal aspects.
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About the job
80% - 100% | Sales and Client Advisory | Zurich | Experienced Professionals
Take the opportunity to succeed with us in a strength-based leadership culture. For our Private Banking Key Clients team, we are looking for an ambitious, motivated individual with high initiative who embraces challenges with passion. In interdisciplinary teams, you will strategically advise our discerning private banking clients and develop customised, conceptual solutions. Are you skilled at building and maintaining long-standing, trusting relationships with key clients? Do you enjoy complex tasks and are open to taking on challenges and continuously developing yourself? Then this role is perfect for you.
Your Responsibilities
- Comprehensive advice and support for our key clients at the overall asset level – including the development, implementation, and ongoing optimisation of individual client solutions
- Developing and implementing complex asset concepts together with internal specialists (investment advisors, financial planners, tax and inheritance law experts, financing consultants, real estate appraisers, etc.)
- Ensuring the high quality of individual client solutions as well as compliance with regulatory requirements
- Systematic building and expanding of an internal and external network to promote sustainable growth and long-term client relationships
Your Profile
- Completed advanced basic education (university, university of applied sciences) and ideally targeted further training in the financial sector (e.g. DAS, MAS, MBA, CFA, AZEK, etc.)
- Several years of experience in building, developing, and maintaining client relationships in the private banking environment
- Ability to position yourself as a strategic partner with existing key clients in all asset matters and to deliberately expand your own network
- In-depth expertise in at least one of the following areas is an advantage: complex financing, tax issues, legal aspects of succession and asset structuring, support of liquidity events
- Strong goal-, performance- and closing-orientation as well as a structured and reliable working style
Our Offer
- Exciting, diverse range of tasks in demanding private banking with key clients (business volume CHF 5 to 30 million)
- Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
- A professional, client- and performance-oriented working environment with competent colleagues who support each other
- Numerous opportunities for professional and personal development
- The chance to be part of the success of a strong and strategically relevant division for the bank
Patrik Weymann
is happy to assist you.
Phone: 044 292 27 65
is happy to assist you.
Phone: 044 292 27 65
