Junior Relationship Manager - Germany Team (m|f|x) Zürich

Join a fast-growing, entrepreneurial team with a true “start-up” culture – powered by the full strength and balance sheet of Union Bancaire Privée (UBP). As a Junior Relationship Manager for UHNWI clients, you will operate in a lean, high-impact environment with short decision lines and real responsibility from day one, while accessing UBP’s full platform in public markets, hedge funds and private markets. This rare combination of start-up agility and a leading specialist in liquid alternatives and private assets allows us to design cutting-edge solutions for some of the most sophisticated entrepreneurs and families – and gives you the chance to help shape the next generation of UHNWI banking.

Aufgaben

Client Acquisition & Business Development

• Proactively identify and acquire new clients, building a strong and diverse client portfolio
• Develop tailored strategies to attract potential clients and establish long-term relationships
• Participate in networking events, client meetings, and other business development activities to expand the client base

Client Advisory & Relationship Management

• Advise clients on their daily financial and investment needs, ensuring their goals and expectations are met
• Act as a trusted point of contact for clients, addressing inquiries, resolving issues, and providing timely update
• Support clients in making informed decisions by providing insights on market trends, investment opportunities, and portfolio performance

Research & Analysis

• Conduct research to understand client needs, market developments, and opportunities for growth
• Analyze client portfolios and provide recommendations in collaboration with internal teams such as Investment Advisory, Legal & Compliance, and Operations

Meeting Preparation & Follow-Up

• Prepare for client meetings by creating investment proposals, presentations, and other relevant materials
• Ensure timely follow-up on action items and deliverables to maintain client engagement and satisfaction

Regulatory Compliance & Data Management

• Maintain accurate up-to-date client data in compliance with internal policies and regulatory requirements (e.g., KYC, AML)
• Support the implementation of regulatory changes and ensure adherence to compliance
• standards

Collaboration & Reporting

• Work closely with senior relationship manager senior relationship managers and internal teams to ensure seamless service delivery and client satisfaction
• Monitor client accounts, track performance, and provide regular updates to senior management

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Outstanding academic background, ideally a Master’s degree from a reputable university.
• At least 2 years of experience in a similar role within banking, family office, or insurance is mandatory.
• Experience working with family offices or within a family office environment is considered as a strong asset.
• Fluency in German and English is mandatory (C1); additional language skills are a plus.
• A CWMA certification (Certified Wealth Management Advisor) is highly desirable.
• Experience in the German market is a significant advantage for this role.
• Strong client orientation and excellent communication skills, especially in dealing with high-net-worth individuals (UHNWI).
• Entrepreneurial and proactive mindset with a hands-on, “builder” mentality; thrives in fast paced, lean team environments with high autonomy, embraces challenges as opportuni

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Standort

Bahnhofstrasse 1, CH-8027 Zürich