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
