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Senior Relationship Manager ("Hunter") - Wealth Management  

Sede

Suiza, Ginebra, Geneva

Sector:

Banco

Función:

Servicios Financieros / Gestión de Patrimonios

Fecha última actualización: 19/09/2024

actividades 

Descripción oferta de empleo

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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 balance sheet and credit rating. Excellent core values, strong corporate culture, as well as a "big family" close-knit working atmosphere appeal. Our client takes their work, their clients, as well as the hiring of their employees seriously. With low staff turnover and a happy place to work, you can look forward to a long-term career.

Position:

This bank offers time to deliver and is a serious employer with strong ethics and values, as well as the chance to be part of a solid and experienced team. Not a hire fire environment and somewhere to seriously consider perhaps today if you are not happy in your current bank, or simply looking for a fresh challenge. As a hunter with a book of private banking business to transfer (Mediterranean, Central Asia, Middle East, Central & Eastern Europe, Turkey, Levant, Africa), this position is offering a refreshing change from the norm, given the collegial working conditions, with time to develop and onboard.

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. Having said that, you must still come with your own client portfolio, pipeline and network, as this is an acquisition role for a seasoned banker.

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)

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