Relationship Manager HNWI (m/f/d)

27 March 2026
100%
Zürich

About the job

80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals

In our Private Banking team at the Bahnhofstrasse in Zurich, we passionately advise and support potential and existing clients in the HNWI segment on investments, financing, and retirement planning. We act as experienced and competent professionals 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. Are you interested in people, able to inspire them, and bring solid knowledge and expertise? Then we look forward to meeting you.

Your Tasks

Advising and supporting our clients in the areas of investments, financing, and retirement planning
Close collaboration with internal specialists
Expanding existing business relationships with your own client portfolio
Identifying and exploiting customer potential as well as developing clients into the appropriate segments
Developing needs-oriented solutions considering the individual wishes, goals, and life situations of our clients
Participating in target group-specific market development measures, especially contact campaigns, and taking on representative tasks

Your Profile

Completed university degree in Banking & Finance (HF/FH)
Professional experience (at least 5 years) in customer support and consulting, including managing your own client portfolio
Very good knowledge in the areas of investments, financing, and retirement planning
Your trustworthy, communicative, and empathetic personality convinces completely.
Your strong acquisition personality with a pronounced sales flair rounds off your profile
Fluent German and very good English skills

Our Offer

Cheerful and motivated 7-person team at the headquarters, looking forward to working with you
Diverse range of tasks with plenty of creative freedom and high personal responsibility
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 – personally and professionally
Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for zoo tickets

Lucie Kulhanek
is happy to assist you.
Phone: 044 292 27 62