Client Relationship Manager – Wealth Management

Lingonova

  • Zürich
  • Unbefristet
  • Vollzeit
  • 11 Tage her
  • Einfach bewerben
Role OverviewWe are looking for an experienced Client Relationship Manager to manage and grow relationships with high-net-worth individuals. In this role, you will act as a trusted advisor, delivering tailored wealth management solutions and ensuring long-term client satisfaction.Key Responsibilities
  • Manage and develop relationships with high-net-worth clients
  • Provide tailored wealth management solutions in line with client needs
  • Act as the main point of contact for clients and ensure high service quality
  • Contribute to business development and expand your client network
  • Work closely with internal teams to deliver holistic financial solutions
Requirements
  • Proven experience in wealth management or financial services
  • Existing client portfolio (mandatory)
  • Minimum 5 years of experience in client relationship management
  • Strong communication skills in English (C1 level or above)
  • EU/EFTA passport holder (required for Swiss work eligibility)
  • Additional languages such as German or Spanish are a plus
Profile
  • Entrepreneurial mindset with strong ownership of client relationships
  • Highly professional, discreet, and trustworthy
  • Proactive and business development oriented
  • Comfortable working in an international environment
What We Offer
  • Attractive performance-based compensation model
  • Flexible working structure (hybrid / remote options)
  • Opportunity to grow within an international and dynamic environment
  • High level of autonomy in managing and developing your client portfolio
ApplicationIf you are currently managing your own client portfolio and looking for a platform that offers greater flexibility, autonomy, and long-term growth, we would be happy to connect with you.

Lingonova