Senior Relationship Managers - 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 "big family" close-knit working atmosphere, with low staff turnover and a happy place to work.
Position:
2024 could be the time for a hunter with a book of private banking business to transfer (Mediterranean, Turkey, Central Asia, Middle East, Eastern Europe, Levant, Africa) to seriously consider a move!
Joining a Geneva office where they already have other seasoned hunter banks, you would be bringing your expertise and should be motivated and experienced in building long-term client relationships. So if you have a proven track record in acquiring and strategically managing emerging markets-based clients, this bank could offer you perhaps a better platform and a more collegial, working environment where staff are valued and are given time to grow their book properly.
Key responsibilities:
- Contribute to the growth targets by building long-term client relationships
- Provide trusted advice to clients in collaboration with Investment Advisors and Portfolio Managers
- Work closely with other departments of the Bank to deliver cross-selling opportunities
Profile:
- 10 years+ hunter private banker/relationship manager experience in Switzerland
- Proven track record in acquisition and development of Wealth Management clients
- Experience in dealing with high net worth individuals, family offices and financial professionals
- CFA, CAIA, SAQ Wealth Management certification would be an asset
- Thorough knowledge of “Swiss” Wealth Management rules and regulations
- Existing network of contacts in your specialised region(s) covered and ability to exploit acquisition potential in an efficient and sustainable manner
- Risk awareness and high level of ethics
- Strong communication skills with excellent presentation
- Team oriented and ability to work independently
- Strong persuasion skills and resistance to clients’ pressure
- Already working in Geneva with valid, Swiss work permit (frontalier ok)
