Senior Account Manager Zürich Full-time 100%

Job Description

Join a Swiss-based financial institution offering a wide range of wealth planning and management services tailored for families and individuals. Operating as a multi-family office, the role involves handling an existing portfolio of international clients, collaborating closely with a dedicated banking team. The focus is on providing exceptional service to sophisticated clients, leveraging expertise in private market investments and ensuring comprehensive global support through an international network.

Responsiblities

Manage a portfolio of family assets distributed across Europe and South America. Serve as the main point of contact, ensuring continuous communication and anticipating client needs. Develop and strengthen long-term client relationships by understanding financial objectives and offering customized solutions. Assist families in navigating complex holding structures and governance. Provide comprehensive advice and investment services to HNWI/UHNWI clients, ensuring high satisfaction levels. Maintain transparency and clarity in financial discussions, acting as a trusted advisor on wealth management and transfer.

Required Qualifications

Significant experience as a Relationship Manager or Account Manager with a personal portfolio of HNWI/UHNWI clients in a Family Office, Bank, or similar setting. Skilled in recognizing client needs and delivering personalized financial advice along with market updates. Capable of fostering strong, trust-based client relationships. Possess strong organizational skills, detail-oriented, and committed to compliance standards. An adaptable and proactive problem-solver with a client-first approach. Excellent communication and interpersonal abilities to engage with a diverse range of clients. Fluent in English and French; knowledge of Spanish and/or German is advantageous.

Offer

Flexible working options, modern office environments promoting new working methods, appealing pension benefits and compensation package.

SwissVia

Attractive Benefits for Our Applicants:

We provide comprehensive support for your career move to and within Switzerland, offering:

  • Extensive Network: Benefit from privileged access to hiring managers and exclusive job opportunities.
  • Interview Coaching: Personalized preparation to help you shine in interviews with confidence.
  • Support with Application Documents: Assistance in creating professional motivation letters and CVs.
  • Relocation and Housing Assistance: Help in finding a new home and managing all aspects of your move.
  • Qualification Recognition: Expert guidance in getting your professional qualifications recognized.
  • Free Relocation Services: Professional help with taxes, insurance, bank accounts, customs, schools, and more.

With us by your side, you can step confidently into your new professional and personal future in Switzerland!

Place of Work

Str 

Zürich 

0000 

ZH

Switzerland

Workload

Full-time 100%

Categories

Recruiter

SwissVia – Zürich

published:

2025-02-17

valid through:

2025-04-17
Apply now

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SwissVia

 

SwissVia: Your SECO-Certified Recruitment Partner in Switzerland

SwissVia connects skilled professionals with attractive job opportunities across the German-speaking region of Switzerland.

We support candidates through every step of their journey, from navigating administrative processes like housing searches, tax guidance, and health insurance to ensuring a smooth transition into their new roles and homes.

Thanks to our extensive network of reputable employers and strong relationships with companies across various industries, we give you a significant advantage in the Swiss job market. Let us help you start your next chapter in Switzerland with confidence!

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