Junior Relationship Manager - Basel, 100

Job Description:

We are looking for ambitious and passionate banking professionals to join our fast-growing Private Bank in Basel. This is a unique opportunity to focus on the Dutch market, build lasting client relationships, and thrive in a dynamic, international environment where your talent and passion will make a real impact. This role provides an excellent platform to grow your career in private banking and make a real impact.

Main responsibilities:
Client Acquisition & Business Development:
* Proactively identify and acquire new clients, building a strong and diverse client portfolio
* Develop tailored strategies to attract potential clients and establish long-term relationships
* Participate in networking events, client meetings, and other business development
activities to expand the client base

Client Advisory & Relationship Management:
* Advise clients on their daily financial and investment needs, ensuring their goals
and expectations are met
* Act as a trusted point of contact for clients, addressing inquiries, resolving issues, and providing timely update
* Support clients in making informed decisions by providing insights on market trends, investment opportunities, and portfolio performance

Research & Analysis:
* Conduct research to understand client needs, market developments, and opportunities
for growth
* Analyze client portfolios and provide recommendations in collaboration with internal
teams such as Investment Advisory, Legal & Compliance, and Operations

Meeting Preparation & Follow-Up:
* Prepare for client meetings by creating investment proposals, presentations, and
other relevant materials
* Ensure timely follow-up on action items and deliverables to maintain client engagement
and satisfaction

Regulatory Compliance & Data Management:
* Maintain accurate and up-to-date client data in compliance with internal policies
and regulatory requirements (e.g., KYC, AML)
* Support the implementation of regulatory changes and ensure adherence to compliance
standards

Collaboration & Reporting:
* Work closely with senior relationship managers and internal teams to ensure seamless service delivery and client satisfaction
* Monitor client accounts, track performance, and provide regular updates to senior management

Requirements:
* Bachelor's or master's degree in finance, economics, business administration, or a related field. Alternatively, a completed banking apprenticeship or equivalent qualification.
* Fluency in English is mandatory / Fluency in Dutch is not mandatory but considered an advantage, willingness to learn Dutch is essential.
* Proficiency in additional languages such as German and French is highly advantageous
* CWMA (Certified Wealth Management Advisor) certification is mandatory for this role
* Proven experience as a Relationship Manager Assistant /Junior Relationship Manager in the banking sector is necessary
* Strong interpersonal and communication skills to build and maintain client relationships
* Proactive and results-driven approach to client acquisition and business development
* Excellent organizational and time-management skills, with attention to detail
* Knowledge of financial products, investment strategies, and regulatory requirements (e.g.,
KYC, AML)

Location: Basel
Start: asap