Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
12 hours ago
Relationship Manager HNWI (m/f/d)
- 27 March 2026
- 100%
- Zürich
Job summary
Join our dynamic Private Banking team in Zurich, where we passionately advise HNWI clients. Experience a supportive environment with ample growth opportunities.
Tasks
- Provide tailored advice in investment, financing, and retirement planning.
- Collaborate closely with internal specialists to enhance client service.
- Expand and nurture existing client relationships with your portfolio.
Skills
- Degree in Banking & Finance and at least 5 years of client advisory experience.
- Excellent knowledge of investments, financing, and retirement solutions.
- Strong communication and empathetic skills with a flair for sales.
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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
is happy to assist you.
Phone: 044 292 27 62
