Senior Relationship Manager Zurich / Basel

Are you looking for new challenges in an entrepreneurial and collegial environment? At Tareno, we live a culture that fosters collaboration and innovation. Together we create a working environment with future prospects. Through internal support, a professional network and relief from administrative tasks, you can advise your customers in an entrepreneurial and independent manner.

Your area of responsibility

  • Individual and independent support and advice for customers in all financial matters
  • Development of customized, holistic and long-term customer solutions
  • Freedom of choice in asset allocation and no product constraints

 

We offer you

  • Support through in-house portfolio management and personal assistance
  • Attractive custodian bank conditions thanks to top 15 EAM size in Switzerland
  • Selection from 13 first-class custodian banks
  • Fee sharing model with partner status
  • Offices in Zurich and Basel
  • Possibility of part-time work and home office
  • Flat hierarchies and short decision-making paths
  • Scope for entrepreneurial action
  • Seal of quality as multiple award-winning “Best Asset Manager” from BILANZ

 

You bring with you

  • Several years of experience and sound expertise in investment advice and asset management
  • Transferable customer book of at least CHF 80 million
  • Entrepreneurial thinking and acting
  • Profound training in the field of banking & finance
  • Ability to work in a team
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Reach the summit of success with a well-equipped backpack

At Tareno, we equip our customer advisors with all the services they need to succeed.

  • The map for orientation
    Access to a broad network and first-class custodian bank conditions that pave the way to new clients.
  • The rope for security
    Our experienced portfolio management team and personal assistance are at your side for every challenge.
  • The provision reserve
    An attractive fee-split model and the opportunity to become a partner create long-term prospects and motivation.
  • The freedom of the route
    You decide on the best strategy for your customers individually and entrepreneurially without any product constraints.
  • Protection from the elements
    We respond to your personal needs with flexible working models such as part-time and home office.
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Our services

At Tareno, we live a culture that focuses on innovation, collaboration and excellence. As an award-winning wealth manager, we create an inspiring working environment that offers you both stability and entrepreneurial freedom.

Thanks to our professional internal support, a strong network and relief from administrative tasks, you can concentrate fully on your clients – independently and individually.

Portrait Sybille Wyss

Does that sound like your new challenge?

Then our CEO Ms. Wyss would be delighted to meet you. Discretion and confidentiality are a matter of course for us.