Senior Relationship Manager

Madrid, Spain | Credit Suisse

  • Industry:
    Banking / Investment Banking
  • Position Type:
    Full-Time
  • Functions:
    Business Development
  • Experience:
Job Description:
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A front role as a senior partner in leading client relationships, providing comprehensive advice and a broad range of investment products and services tailored to the complex needs of High Net Worth (HNW)/Ultra High Net Worth (UHNW) clients

Working toward specific individual, team and market asset and revenue targets

Market leading products, tailored solutions and services supported by a holistic advisory approach for HNW/UHNW clients

Specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth

Reputation as an agile and ambitious world-class Swiss Private Bank and the opportunity to serve as a brand ambassador

Integrated business model which fosters teamwork between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking

Continuous professional career development in a world leading bank

Integration into a dynamic and highly motivated team

You Offer

Do you have a degree from a university or MBA or a institute of higher education?

Are you in possession of a CNMV validated Certification for the assessment of the knowledge and competence of Staff giving Financial advice to client?

We would be happy if you have several years of successful work experience in a similar position.

Extraordinary personal and professional network within the HNW/UHNW segment

Proven track record of solid expertise in client acquisition and management of wealth for clients

Excellent client- and service-orientation as well as extraordinary communication skills when interacting with sophisticated entrepreneurs and leaders

Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions

First class presentation and communication skills (ability to listen, guide and influence internal and external partners)

Drive and motivation to work in a target oriented and inspiring culture

Entrepreneurial and innovative approach in the identification of business opportunities

The highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies.

Dedicated to take responsibility to maintain highest standards with respect to our risk and control culture and in order to meet bank's policies and obligations

Result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit

Fluency in Spanish and English further languages are beneficial