Relationship Manager - Private Banking Private Banking

Relationship Manager - Private Banking (100%) Private Banking We are a preferred partner for demanding private customers and companies with growth potential. As a subsidiary of the Austrian financial group Crédit Mutuel Alliance Fédérale, we place great emphasis on proximity, entrepreneurial spirit, and long-term stability. With around 480 employees at our eight locations in Switzerland, we accompany you with commitment and expertise. Our headquarters are located in Basel, and we have further branches in Freiburg, Geneva, Lausanne, Lugano, Neuchâtel, Sion, and Zurich. Are you ready for the next step in your career - together with us? Relationship Manager - Private Banking (100%) Private Banking Your tasks Advising our customers in a comprehensive and needs-oriented manner, supporting them in optimizing their financial situation, and actively recommending the corresponding banking products and services. Commissioning and collaborating with internal (legal, tax, compliance, credit, investment experts, etc.) and/or external departments to define an investment strategy and offer investment, financing, and asset structure solutions tailored to the customer's needs and in line with the bank's business policy. Maintaining and monitoring the business relationship through regular contacts with customers (telephone, visits, events, etc.) to keep them informed about the development of their assets, financial and tax developments, to bind them to us, to accompany them in their lives, and thus create opportunities for the development and continuation of the relationship. Ensuring compliance and documentation of customer relationships (KYC, AML, MIFID, etc.), transactions (KYT) in accordance with the bank's procedures to ensure compliance with regulations and maintain the bank's good reputation. You are responsible for acquiring new customers in the investment area (HNWI, entrepreneurs, SMEs) and building your own customer portfolio in the Basel region You promote cooperation within the bank by transferring your customers to other segments and involving specialists. Staying up-to-date with current (economic, tax, etc.) and regulatory developments to have the necessary knowledge to meet customer needs and advise them appropriately. Your profile Thanks to a solid banking education (university, college, or CFC) and ideally a CWMA SAQ certification, you have proven experience in asset management and are able to identify and acquire new customers with your entrepreneurial spirit and knowledge of the socio-economic structure of the canton of Basel. You have a high degree of relationship freedom, negotiating skills, initiative, and sense of responsibility. You are a positive and communicative person who values teamwork. You are a native German speaker and also have very good knowledge of English (B2) and French (B2). Our offer Joining CIC (Switzerland) means working in a dynamic and entrepreneurial environment where your skills are truly valued. Thanks to our manageable structure and a culture that promotes proximity, independence, and initiative, each person finds their place and can shape their professional path. Whether you are at the beginning of your career or already an expert in the banking sector - you work in an attractive, impact-oriented environment where your contribution makes a real difference and enables you to contribute actively to the bank's success. Entry possible immediately or by agreement. Mohr Talent Acquisition & Employer Branding Specialist jpid6818147jm jit0626jm jiy26jm