Senior Relationship Manager – Polish Clients

Senior Relationship Manager – Polish Clients

Our client is looking for a Senior Relationship Manager, focusing on the Polish market to provide support, advice, and a strategic approach to high net‑worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.

Duties Include:

• Build strong relationships and attract new clients with private banking and wealth management needs to the group.
• Have an existing portfolio of clients.
• Ensure that efficient service and wealth structuring systems are in place.
• Provide advice to high-net-worth individuals, senior management, and support staff.
• Manage the relationship with clients, investment managers, and senior colleagues.
• Prepare business reports to 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.

The preferred candidate will ideally have a private banking or relationship management background and demonstrate an understanding of how to deal with high-net-worth individuals on a daily basis. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.