Relationship Manager WM Turkiye

Strategic Wealth Management Role

Are you a people person who excels at providing superior investment advice to grow client wealth? We are seeking a dedicated professional to join our HNW/UHNW Turkiye team in Zurich, covering the Turkish market. In this capacity, you will play a pivotal role in helping us remain a global leader in wealth management by focusing on managing, preserving, and growing our clients' wealth while assisting them in planning for and managing succession.

Key Responsibilities

• Define and implement a strategy to expand the Global HNW/UHNW client base.
• Identify potential HNW/UHNW clients and build and manage a prospect pipeline.
• Implement a quantitative prospect development plan with measurable actions.
• Grow the local market network through referrals and by identifying new prospects.
• Develop and maintain trustworthy client partnerships with a main focus on strategic advice.
• Define advisory processes and agreements that best meet client needs in cooperation with the Client Advisor.
• Provide high-quality investment options for clients, working closely with team members and specialists from other areas.
• Ensure clients are managed in a manner that contributes to an effective risk culture on the team.
• Ensure the availability of all relevant information and documentation, including KYC of all clients and prospects, to meet regulatory requirements.
• Orchestrate a global team of solution providers and specialists to cover complex client and prospect needs on a holistic basis.

Team Environment

You will work within a team dedicated to serving the Turkish market. We provide training and continuous education so employees can better serve clients and continue their personal development. This role offers the opportunity to leverage global resources while contributing to a team approach that draws on the expertise of specialists and senior management.

Skills and Experience

• A university degree in economics or finance.
• Strong commitment to and passion for the Turkish market, including an understanding of Turkish social and business culture.
• Extensive experience in successfully acquiring and developing Turkish HNW/UHNW clients.
• Experience advising wealthy and sophisticated Turkish HNW/UHNW clients and prospects, with a focus on strategic advice.
• A strong network in Turkiye, including personal contacts with potential HNW/UHNW clients.
• In-depth knowledge of the Turkish market, including its regulatory landscape.
• Knowledge of financial products and services, particularly in wealth management.
• Experience working in large organizations and leveraging global resources.
• A proven track record in finding solutions for clients.
• Strong ability to build networks and connections.
• Motivation to travel to Turkiye frequently.
• Extremely organized, with great planning skills and efficient time management.
• Excellent communication, presentation, and negotiation skills.
• Curiosity to explore how AI can improve how we build, deliver, and optimize workflows, while applying sound judgment, validating outputs, and following policies, risk standards, and ethical-use requirements.
• Familiarity with the compliance frameworks of large organizations.
• Fluency in Turkish and English (mandatory requirement).