Senior Relationship Manager in Genève

Senior Relationship Manager in Genève

Genève Vollzeit Vor Ort
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SENIOR RELATIONSHIP MANAGER Job description Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services Act as the primary point of contact for clients and oversee the administration of complex structures Liaise with external advisors, including lawyers, tax advisors, investment managers and other professional intermediaries Participate in client and prospect meetings and contribute to the establishment of new trust and corporate structures Handle the day-to-day administration of trusts, companies and other entities, including incorporations, liquidations and the creation or termination of trusts Prepare corporate documentation, minutes, memoranda and documentation relating to specific transactions Manage the onboarding of new clients and ensure that all required KYC and CDD documentation is complete and compliant with internal procedures Coordinate bank account openings and maintain strong relationships with banks and other external partners Ensure that client structures and transactions comply with applicable governance, risk and compliance requirements Identify and escalation potential risks or risk trends to Senior Management when required Supervise and support junior team members, providing guidance on client matters and day-to-day activities Contribute to maintaining a high standard of client service across the portfolio Required profile Solid experience in a Trust Officer / Relationship Manager position within a trust company, fiduciary or similar international environment Strong knowledge of trusts, companies and complex wealth structures Proven experience managing a portfolio of international private clients Good understanding of KYC, CDD, compliance and risk requirements applicable to trust and fiduciary activities Experience in the incorporation, administration and liquidation of corporate and trust structures Strong client relationship management skills and ability to interact confidently with HNW clients and professional advisors Ability to manage complex matters independently and take ownership of client relationships Previous experience supervising or mentoring junior team members is an advantageExcellent organisational skills, attention to detail and ability to manage multiple priorities Proactive, reliable and service-oriented personality Excellent communication and interpersonal skills Fluent English; additional languages are an asset All files will be treated with the utmost confidentiality. #J-18808-Ljbffr

Senior Relationship Manager in Genève Arbeitgeber: Lotus Partners

Notre banque basée à Genève se distingue par un environnement de travail dynamique et inclusif, où l'expertise en marchés financiers est valorisée. Nous offrons des opportunités de croissance professionnelle grâce à des formations continues et un soutien constant pour le développement des compétences. En rejoignant notre équipe, vous bénéficierez d'une culture axée sur la collaboration et l'innovation, tout en ayant la chance de travailler avec une clientèle diversifiée dans un cadre prestigieux.

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Kontaktdaten:

Lotus Partners Recruiting-Team