Junior Relationship Manager HNWI (m/f/d)

80% - 100% | Sales and Customer Advisory | Horgen | Experienced professionals In our HNWI team at the Horgen location, we passionately advise and support clients on the entire left side of the lake on the topics of investments, financing, and retirement planning. In doing so, we act as experienced and competent partners who create individual customer experiences and work closely with relevant stakeholders. For sustainable support, we are the hub for all customer segments and coordinate optimal, needs-based support. Your tasks • Advising and supporting clients in the investment, financing, and retirement planning area in close cooperation with internal specialists • Expansion of existing business relationships in the 1 to 5 Mio. segment on the left side of the lake with your own client book • Active recognition and exploitation of potential as well as development of clients into the appropriate segments • Development of needs-oriented solutions taking into account the individual wishes, goals, and life situations of our customers • Participation in target group-specific market development measures, in particular contact campaigns and performance of representative tasks Your profile • Completed university degree in the field of Banking & Finance (HF/FH) or shortly before completion • Professional experience in customer care and advisory including managing your own client book • Knowledge in the areas of investments, financing, and retirement planning • You score with your trustworthy, communicative, and empathetic nature. • Your strong acquisition personality with a pronounced flair for sales completes your profile. • Very good German and English skills - any further language is an advantage Our offer • Diverse field of activity and entrepreneurial scope for action • Network expansion across all customer segments • Familiar environment and close cooperation with internal stakeholders with networking opportunities • We invest heavily in our employees and offer individual continuing education opportunities. • Culture of appreciation and constant (further) development - personally and professionally • Attractive overall package with extensive fringe benefits and discounts from A as in retirement provision to Z as in zoo tickets Your contact Patrik Weymann is looking forward to helping you. Telephone: 044 292 27 65