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Relationship Manager - Dutch Clients

Company

Altus Search Ltd

Location

zürich, zürich

Type

Full-time

Relationship Manager - Dutch Clients

Our client is looking for a Relationship Manager to provide support, advice, and a strategic approach to Dutch high net‑worth clients. The individual will support sales and business performance and help to effectively manage client portfolios.

Duties

  • Manage an existing relationship with clients, investment managers, and senior colleagues.
  • Ensure that efficient service and wealth structuring systems are in place.
  • Provide advice to high‑net‑worth individuals, senior management, and support staff.
  • Prepare business reports which can be distributed to the investment management.
  • Manage risks in a timely manner by following the firm’s and external regulatory standards.
  • Be abreast of competition, market, and client activities in Switzerland.
  • Provide clients with all the updated market information and conduct an analysis based on the information obtained.

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