About this role

Handle incoming inquiries and make the first contact with potential clients
Scan news flows and external sources daily to identify new potential leads for you or other team members to contact
Carry out a simplified initial client and needs analysis to assess relevance and next steps
Route prospects to the responsible SRM or CEX, with a clear summary and structure in the handover
Ensure that presentation and introductory material is up to date and adapted for initial dialogues

You have high integrity and sound judgment, and you thrive in an environment where discretion, quality, and collaboration are essential.
You are structured, thorough, and enjoy handling many parallel cases
You find it easy to make first contact and establish professional trust early
You have a strong appetite for business and well-developed self-leadership
You are analytical and confident in making quick, well-founded assessments
You are service
and business-oriented, with an understanding of the full client journey
You communicate clearly and professionally, both verbally and in writing.

Relationship Manager – Private Wealth Management, Family Office

Key skills