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Client Managers for a private bank in Zurich

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For one of our clients based in Geneva and Zurich, we are currently looking for a Client Managers in Zurich.
Tasks :
  •  Ensure that High valued clients are contacted regularly and managed effectively
  • Proactive attitude to growing the premium client base through existing client’s networks via referral. This can be premium retail traders, corporate or Institutional business
  • Clients will be allocated to you by the head of team and it is expected that the vast majority of these will be of the “Premium” standard by virtue of your role and you will be expected to maximise their retention
  • Provide regular trade and market analysis to clients
  • Adhere to a Scorecards/KPI framework set up the head of team aim to optimise role efficient and offer support
  • Handling incoming dealing lines (volumes will be dictated by client activity and market volatility)
  • Support the desk with trading ideas across numerous asset classes to on-send to Premium Clients
Profile :
  • Excellent knowledge and experience of financial markets
  • Between 2 and 4 years experience
  • Excellent knowledge of Derivatives
  • High attention to detail
  • Contacts with High Net Worth/Professional trading clients
  • Master degree or post graduate level in Finance
  • CAIA or CFA is a plus
  • English/German
  • The position is based in Zurich
I am interested Back to top

Your consultant

Benoit Schroll

Director
Zurich

5 Place de la Synagogue
1204 Geneva

+41 (0)78 724 94 97

I am interested

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