35 Jobs für Relationship manager in Zürich
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Sie sind Berater*in Private Banking (HNWI oder UHNWI) mit mehrjähriger Markt- und Kundenerfahrung (marktunabhängig)? Sie Melden Sie sich gerne für einen Kaffee und ein unabhängiges und unverbindliches Gespräch.
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Relationship Manager
Vor 14 Tagen gepostet
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Arbeitsbeschreibung
Neuberger Berman is searching for a driven client coverage professional with experience working in an international environment, interacting with clients and investment professionals on a daily basis. Our multi-lingual, Swiss team is comprised of 12 people, travelling to various client locations in Switzerland and Liechtenstein. We cover Swiss Pension Funds, Insurance companies and Consultants, and meet their needs with fitting solutions via Neuberger Berman investment capabilities and products. Furthermore, the candidate will be working closely with our institutional client coverage team and will benefit from a broad offering of strategies across public and private markets as well as from an existing and successful Swiss footprint.
**Primary Responsibilities:**
+ Identify, cultivate prospects and current client relationships, managing a sales pipeline from opportunity through to completion.
+ Make outbound business development calls, organize/hold successful client meetings to generate new business and strategic relationships with investors.
+ Build on the Neuberger Berman's brand presence in the region, be an ambassador to the market and elevate the awareness for comingled funds and customized mandates.
+ Closely work with Neuberger Berman's Institutional & Insurance Solutions, Public & Private Markets Product Specialists, Marketing, RFP's and Client Service teams and diligently respond to client needs and requests.
+ Smartly and diligently use our internal CRM system to track progress and map opportunities.
+ Maintain awareness of our industry, clients, and regulatory trends in order to craft and offer suitable investment solutions.
**Key Requirements / Qualifications:**
+ At least 7 years of experience in client coverage at Asset Management or Consultant firms, dealing with Swiss institutional investors
+ Excellent communication, negotiation and presentation skills
+ Solution minded, flexible and a commercial attitude
+ Advanced knowledge of financial services industry and investment products
+ A team player but also a self-starter and entrepreneurial
+ Strong organizational skills with the ability to multi-task and a positive attitude
+ Languages: Swiss German, fluent in English. French and/or Italian is a plus
+ University degree or equivalent title
+ CFA or equivalent is a plus
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
Relationship Manager - Hunter
Vor 9 Tagen gepostet
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Arbeitsbeschreibung
- Akquise und Betreuung von Neukunden
- Mitarbeit bei der Vorbereitung und Durchführung von Kundengesprächen
- Erstellung individueller Anlagevorschläge und Vermögensanalysen
- Markt- und Wettbewerbsanalysen zur Identifikation neuer Geschäftsansätze
- Unterstützung bei administrativen und organisatorischen Aufgaben im Tagesgeschä
- Abgeschlossenes Hochschulstudium in Betriebswirtschaft, Banking & Finance oder vergleichbare Qualifikation
- Ausgeprägtes Interesse an Finanzmärkten und an der Betreuung anspruchsvoller Kundschaft
- Diskretion, Vertrauenswürdigkeit und professionelle Kommunikationsfähigkeiten
- Stilsicheres Deutsch sowie sehr gute Englischkenntnisse, weitere Sprachen von Vorteil
- Selbständige, exakte und strukturierte Arbeitsweise sowie hohe Lernbereitschaft
- Grosszügige Gewinnbeteiligung
- Grosse Entwicklungschancen
- Kleines, familiäres Umfeld
- Zentrales Office im Seefeld
Senior Relationship Manager
Vor 14 Tagen gepostet
Job angesehen
Arbeitsbeschreibung
- Onboarding eines eigenen Kundenbuchs innerhalb der ersten Monaten
- Eigenverantwortliche Betreuung und Weiterentwicklung von bestehenden Kundenbeziehungen im Bereich HNW/UHNW-Kunden sowie unabhängiger Vermögensverwalter
- Aktive Akquise neuer Kunden und strategischer Partner im Schweizer und internationalen Markt
- Entwicklung maßgeschneiderter Anlagevorschläge in enger Zusammenarbeit mit dem Investment-Team
- Unterstützung bei der Strukturierung komplexer Vermögenssituationen und Family-Governance-Themen
- Enge Zusammenarbeit mit Compliance, Operations und Legal zur Sicherstellung einer reibungslosen Kundenbetreuung
- Repräsentation des Unternehmens bei Kundenevents, Roadshows und branchenspezifischen Veranstaltungen
- Abgeschlossenes Studium in Wirtschaft, Banking, Finance oder eine vergleichbare Qualifikation
- Mehrjährige Erfahrung im Relationship Management oder Private Banking, idealerweise mit Fokus auf externe Vermögensverwalter oder HNW-Klientel
- Eigenes Kundenbuch, das bereit ist mit dem Relationship Manager zu wechseln
- Starke Akquisitionsfähigkeiten und ein aktives Netzwerk im Schweizer oder internationalen Wealth-Management-Markt
- Ausgeprägte Kundenorientierung, Kommunikationsstärke sowie ein sicheres, überzeugendes Auftreten
- Unternehmerische Denkweise mit hoher Eigenmotivation und einem Sinn für diskrete, langfristige Kundenbeziehungen
- Verhandlungssichere Deutsch- und Englischkenntnisse, Französisch von Vorteil
- Ein etabliertes, unabhängiges Finanzinstitut mit internationalem Renommee und unternehmerischem Handlungsspielraum
- Eine Schlüsselrolle mit hoher Visibilität und Entwicklungsperspektive innerhalb des Zürcher Teams
- Attraktives, leistungsorientiertes Vergütungspaket inklusive Bonuskomponenten
- Ein kollegiales, professionelles Umfeld mit flachen Hierarchien und kurzen Entscheidungswegen
- Flexible Arbeitsmodelle und ein modernes Arbeitsumfeld im Herzen von Zürich
Junior Relationship Manager
Vor 2 Tagen gepostet
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Arbeitsbeschreibung
- Unterstützung erfahrener Senior Relationship Manager bei der Betreuung und dem Ausbau bestehender Kundenbeziehungen
- Mitarbeit bei der Vorbereitung und Durchführung von Kundengesprächen
- Erstellung individueller Anlagevorschläge und Vermögensanalysen
- Begleitung von Kontoeröffnungen und Umsetzung von Kundeninstruktionen (inkl. Compliance-Prozesse)
- Markt- und Wettbewerbsanalysen zur Identifikation neuer Geschäftsansätze
- Unterstützung bei administrativen und organisatorischen Aufgaben im Tagesgeschäft
- Abgeschlossenes Hochschulstudium in Betriebswirtschaft, Banking & Finance oder vergleichbare Qualifikation
- Erste Berufserfahrung im Finanzbereich (z. B. Praktikum oder Traineeprogramm im Private Banking oder Investmentbereich)
- Ausgeprägtes Interesse an Finanzmärkten und an der Betreuung anspruchsvoller Kundschaft
- Diskretion, Vertrauenswürdigkeit und professionelle Kommunikationsfähigkeiten
- Stilsicheres Deutsch sowie sehr gute Englischkenntnisse; weitere Sprachen (z. B. Französisch, Italienisch oder Russisch) sind von Vorteil
- Selbständige, exakte und strukturierte Arbeitsweise sowie hohe Lernbereitschaft
- Spannende Einstiegsmöglichkeit mit Perspektive auf eine langfristige Karriere im Private Banking
- Persönliche Betreuung und Mentoring durch erfahrene Senior Banker
- Zugang zu einer breiten Palette von Weiterbildungs- und Entwicklungsmöglichkeiten
- Ein wertschätzendes Arbeitsumfeld mit flachen Hierarchien
- Moderne Büros im Herzen von Zürich und attraktive Anstellungsbedingungen
Eam Relationship Manager Assistant
Heute
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Arbeitsbeschreibung
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
"Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
We're looking for a dedicated and enthusiastic Assistant Relationship Manager to join our dynamic and collaborative EAM team in Zürich, where team spirit, client focus, and innovation drive our success in serving EAMs in the German and Italian-speaking regions.
Your Role :
Your Profile :
Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Senior Relationship Manager Poland
Heute
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Arbeitsbeschreibung
Relationship Manager 80-100%
Heute
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Arbeitsbeschreibung
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Über das Neueste Relationship manager Jobs In Zürich !
(Senior) Relationship Manager Poland
Vor 9 Tagen gepostet
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Finders SA
Client:
A reputable banking institution listed on the SIX Swiss Exchange, renowned for its strong heritage and integrity. The bank provides tailor-made wealth management, private banking, asset management, and fund services, always delivered with a human touch. Known for its unique, positive, and collaborative work environment, the organisation is strategically expanding its presence across European and Central & Eastern European (CEE) markets, with Poland being one of its important growth areas.
Position:
In this role, you will be responsible for identifying and developing new client opportunities in the Central & Eastern European markets while further strengthening and expanding existing relationships. You will take time to understand clients' needs and design tailored investment proposals in line with the bank's defined strategies, supported by in-house experts.
As a trusted advisor, you will provide independent and personalised support to private banking clients, fostering long-term partnerships built on confidence and discretion. Your work will also include accompanying clients through generational wealth transfers and safeguarding assets across generations. In addition, you will represent the bank at selected client events and contribute to enhancing its presence in the market.
Your Profile:
- A solid educational background in banking, finance, or economics, ideally complemented by relevant further qualifications.
- Strong knowledge of financial products and markets, with the ability to design and deliver tailored solutions for demanding clients.
- Several years of experience advising and managing high-net-worth private clients, with a proven track record of business development.
- An established client network and hands-on experience in the Polish market, making you a trusted advisor for wealthy individuals and families.
- Additional exposure to other Central & Eastern European markets is considered an asset.
- An engaged, reliable, and communicative personality with a strong client focus and genuine enthusiasm for building new relationships.
- Motivation and passion to achieve outstanding results as part of a team, actively contributing to the organisation's growth and success.
Branche: Bankwesen
Funktion: Buchführung / Bankwesen / Finanzwesen
Relationship Manager für LATAM Kunden
Vor 2 Tagen gepostet
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Arbeitsbeschreibung
- Aufbau und Pflege von Kundenbeziehungen mit HNWI und UHNWI aus spanischsprechende Märkte (Spanien, Mexiko, Argentinien, Brasilien, Chile, Kolumbien)
- Gewinnung neuer Kunden und Ausbau bestehender Vermögensbeziehungen
- Angebot massgeschneiderter Vermögensverwaltungslösungen und Finanzberatung - basierend auf fundiertem Marktverständnis, Kenntnissen in Kapitalmärkten und der Fähigkeit, komplexe Produktsuiten verständlich zu vermitteln
- Sicherstellung von Compliance und individuell passender Kundenbetreuung - inklusive Know-Your-Customer (KYC)
- Analyse von Markttrends in der LATAM-Region und Entwicklung strategischer Kundenansätze
- Erfahrung im Private Banking mit Fokus auf LATAM-Kunden
- Sprach- und Marktkenntnisse - Verhandlungssichere Spanischkenntnisse sind essenziell. Zusätzlich ist tiefes Verständnis der Finanzmärkte und regulatorischen Rahmenbedingungen in Lateinamerika gefordert
- Starke Vertriebs- und Geschäftsentwicklungskompetenz
- Erwartet werden eine proaktive „Hunter-Mentalität", nachweisliche Erfolge in Akquise, Cross-Selling und Erhöhung des Assets under Management durch eine Implementierung des eigenen Kundenbuchs
- Technisches Fachwissen und Beratungsfähigkeiten
- Umfassende Kenntnisse zu Anlageprodukten, Portfoliomanagement, Kreditprodukten, Wealth-Preservation-Strategien sowie regulatorischen und bankinternen Richtlinien sind erforderlich
- Hohe Selbstständigkeit, Kommunikation und interkulturelle Kompetenz
- Lukrativer Basislohn und variabler Bonus
- Modernes Arbeitsumfeld im Herzen von Zürich
- Grosse Entwicklungsmöglichkeiten innerhalb der Privatbank
Junior Client Relationship Manager - Family Office
Vor 14 Tagen gepostet
Job angesehen
Arbeitsbeschreibung
Finders SA
Client:
A leading multi-family office with a fast-paced, collaborative front office team, closely linked with global offices (e.g. London, Geneva etc). They provide high-net-worth families with strategic planning, investment management, administration, and daily advisory services. Renowned for their close-knit, collaborative culture, they place a strong emphasis on teamwork, professionalism, and a balanced, high-performance environment. Finders know this client intimately and can help suitable candidates understand the company culture and team dynamics.
Position:
Are you a driven, proactive individual with a strong background in client service, and looking for a new challenge? This unique, front office client relationship role within a multi-family office offers exposure to high-level, international clients and complex structures, providing a rare opportunity to work closely with senior relationship managers. If you come from a Big 4 audit or advisory background, or from a trust company or family office, this is the perfect opportunity to transition your skills into an in-house role. You'll manage key client relationships, gaining hands-on experience in areas like company and trust structures, cross-jurisdictional asset management, and private equity investments. Your role will include both exciting, client-facing tasks, as well as detailed administrative duties such as invoice payments, account openings, workflows, and Excel reporting. While this is not an investment or banking role, you will liaise with both teams and play a crucial role in assisting with the development and maintenance of client relationships. This is a highly collaborative, fast-paced environment where you'll quickly gain new responsibilities. This means that you can gain experience working on projects that you would not normally get to be involved in within a large company at this level, so a rather unique job opportunity. Last, but by no means least, the role requires someone who is proactive, client-focused, and willing to dive into both strategic projects and day-to-day tasks with a ?get things done? mentality.
Key Responsibilities:
- Build and maintain long-term relationships with UHNW clients and their advisors
- Present the Group's offerings (e.g. family office services, trust and corporate structuring, estate planning)
- Coordinate with internal teams (legal, compliance, trust, accounting, philanthropy, etc.) to manage client affairs
- Provide admin and operational support to senior team members on key client relationships
- Assist in preparing detailed client reports and meeting materials
- Liaise with external professionals (lawyers, tax specialists, asset managers) on client matters
- Manage all related administration: banking forms, payments, compliance checks, risk reviews, debt monitoring
- Support internal operations and contribute to business development where needed
The Profile:
- Master's degree in Finance or Chartered Accountant (ACCA or equivalent)
- Around 4?6 years' experience in a Big 4 (audit/advisory), financial services company, family office or equivalent
- Excellent client service and administrative skills, coupled with strong numeracy and a proven ability to manage and analyze financial data
- Proactive, detail-oriented, and solutions-focused?comfortable handling both big-picture and granular tasks
- Mature and adaptable, with a strong sense of initiative
- Fluent/bilingual in English
- Strong Excel and MS Office skills
- Ideally already based in the Zurich region or with compelling reasons to relocate to the area
- Currently holding or eligible for a Swiss work permit (Swiss, EU, EFTA nationals or equivalent)
Branche: Bankwesen
Funktion: Buchführung / Bankwesen / Finanzwesen