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)
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)
Client: Start-up in scale up mode, SAAS platform offering geospatial imagery. HQ in the Lausanne region, employing approximately 50 staff. Position: Reporting to the CEO and part of the leadership team, the Sales Director will be managing a team of Sales staff (based in USA, Netherland, Rumania, France and Switzerland). The function is responsible for not only coaching and developing the sales team to ensure targets are achieved, but also to document sales processes, design a sales playbook, create a sales pipeline, in order to ensure the future growth of the sales function. Profile: - A proven track record (10+ years) in sales of enterprise software with consistent results always exceeding expectations - Experience in B2B sales to large accounts in commodities trading or extractive industries a must - Talent for coaching and developing sales teams and a desire to focus on this activity as a second stage in his/her career - Process oriented, ability to document processes - Strong strategic agility with excellent communication skills - Excellent organization agility and the ability to navigate within complex structures with multiple stakeholders at client sites (purchasing, IT, finance) - Smart, fast learner - English fluent French a plus
Client: Well-established private banking institution in Geneva, as well as good global reach. A boutique with significant and growing assets under management. They offer traditional, as well as complex, bespoke private banking services to its high net worth clients. A strong share-holder, solid balance sheet behind. A working environment that would suit a flexible, open, hard-working, entrepreneurial person, happy to come to the office every day, for this very rare "farmer banker" job! Position: Could this be your new job for 2024?! If you work today as a Senior Relationship Manager farmer and are comfortable on investments, this could be a broad, varied role within a smaller structure. The position is coming in as an experienced relationship manager (farmer). Day to day, you will maintain the client base as well as advise them on financial products/investment opportunities for their portfolios. As this is a small office, where everyone helps each other. With 2 assistants in the team, you may still at times have to take on one or two more administrative tasks relating to account-opening or a payment etc. (This is not a hunter role). You are able to sit with the client, to discuss with them the investments seriously, to work closely with the Advisory team (based in another office abroad) and be credible and challenge them etc - an experienced, mature, capable, reliable person who knows the Business. You will also manage indirectly/mentor more junior team members (2 people). Profile: - University or Masters degree or equivalent experience - Minimum 8-10 years'++ experience as a relationship manager farmer/mid-level to senior banker (maintenance banker, not hunter) - Swiss experience is a must; "direct private client" experience (international exposure); stable career path - Strong technically - CWMA Certified strongly preferred - An independent, autonomous person who is also a team player and able to get on with everyone whether more senior or more junior - Strong product and investment knowledge - able to also to present investment proposals to clients (non-discretionary/advisory) - a must - to include derivatives, structured products, funds, private markets etc - Excellent attention to detail and strong on administration and compliance - You are an unflappable, experienced, entrepreneurial person, at ease within a global brand but as part of a small office - You are hungry, keen to learn and can take good good initiative and think outside the box with energy and drive - An open-minded and flexible and happy to "muck-in" and help out + a positive mind-set - Able to commit to a busy, full-time job; at ease in a small structure (no home office) - front office open until 18.30 daily - Ideally a short notice period and able to start ASAP for this permanent contract - Swiss residency preferred but not essential; frontalier OK #relationshipmanagement #investmentadvisory #productsandinvestments #relationshipmanager #privatebanking #swissprivatebanking #portfoliomanagement
