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.

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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.