11 Investment expert jobs in Regensdorf found

A successful organisation operating in the banking sector is currently searching for a committed Teamhead Relationship Manager to join the sales and customer consulting team in Zurich. In your new role, you will provide comprehensive advice to clients and manage a small team of RMs..

Your main responsibilities as a Relationship Manager will be:

• Takeover of an existing and established customer book
• Comprehensive support and advice for private banking clients from Netherlands Belgium and Luxembourg in the investment business
• Identify and pursue new business opportunities to expand the client base and revenue
• Leading the team and further developing the market
• Offer expert financial advice, utilizing a comprehensive suite of banking products
• Market full range of banking products and services for maximum profitability
• Stay informed on market trends, competitor activities, and regulatory changes
• Integrating your existing network into the existing structures in the team
• Developing client-specific investment proposals in line with defined investment strategies (with the support of internal specialists)
• Fulfilment of demanding representation tasks / customer events

Your profile:

• Several years of experience in acquiring, selling, advising and supporting private banking clients in the Benelux Market
• Completed banking diploma and/or business management training and/or further education (master's degree)
• Proven track record in asset gathering, asset growth and revenue generation
• You possess commercial awareness
• You have good communication and written skills in German, English and preferably in Dutch
• You are a reliable, committed and strong acquisition personality
• Demonstrate the ability to establish professional realtionships quickly, as well as show willingness to travelling