Head of Client Relationship Management - Wealth Management
Client:
A very well-established Swiss bank of human size with a busy Geneva headquarters. Our Client specialises in private banking and commodity trade finance. They have a solid reputation as a high-quality service provider in all of its banking fields, founded under Swiss Banking Law and Regulations. They are supervised by FINMA and also have branches and rep offices. Strong core values, as well as a close-knit working atmosphere, with low staff turnover and a happy place to work. A family bank that is cosmopolitan and multi-cultural. Good reputation with clients, as a strong balance sheet and credit rating.
Position:
A bank that Finders know well, thereby able to explain the culture to any, suitable, new applicant. This could be just the career challenge you're looking for in 2024!
To strengthen our Client's Wealth Management (WM) department, we are currently looking for a Head of Client Relationship Management (CRM) In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers besides the management of your own clients’ portfolio. In this respect, you should still be joining with a portable book of clients and happy to have a client acquisition role, growing your client book, in parallel with this (small) team management responsibilities. Regions of interest: Turkey, Mediterranean, Central Asia, Middle East, Eastern Europe, Europe etc - at the HNWI level. In this key and integral position, reporting to the Head of Wealth Management, you will act as a role model and ambassador for the Bank. You will also have the important task of fully assuming the supervisory responsibilities and manage risk at first line of defence.
Responsibilities:
- Lead and support the CRM team, set clear priorities and manage specific situations
- Coach the team members to improve their skills and performance with focus on sales management
- Develop your own client portfolio in acquiring new clients and generating revenues
- Support the Relationship Managers in the acquisition and onboarding of new clients
- Conduct regular meetings with the team to foster information exchange and review performance
- Supervise and approve the credit approval forms performed by Client Relationship Managers
- Identify and secure new business opportunities and increase the Bank's portfolio
- Supervise client periodic review performed by Client Relationship Managers
- Define Client Relationship Managers’ yearly targets and assess annual performance in collaboration with Head of Wealth Management
- Drive the hiring of new Relationship Managers in close collaboration with Head of Wealth Management
- Work closely with other departments for a cross-sell strategy
- Ensure timely clearance of pending items and escalate deficiencies
Profile:
- University degree in Finance or equivalent qualification considered equivalent
- 10 years’++ experience in servicing Wealth Management clients and in business development (able to transfer a portfolio of clients and develop your own portfolio/network etc)
- CFA, CAIA, SAQ Wealth Management certification would be an asset
- Proven management skills in a similar function
- Ability to motivate and coach others
- Thorough knowledge of “Swiss” Wealth Management legal and regulatory aspects (FINMA) + first line of defence
- Risk awareness and high level of ethics
- Excellent client relationship and communication skills
- Fluent English and French
- Already living and working in Switzerland with valid work permit and committed to Geneva (frontalier OK but Swiss residence preferred)
