Auf einen Blick
- Aufgaben: Entwickle und verwalte ein Portfolio von vermögenden Privatkunden.
- Unternehmen: Eine der größten europäischen Banken mit einem dynamischen Team in Genf.
- Vorteile: Marktführende Vergütung, internationales Arbeitsumfeld und umfassende Weiterbildungsmöglichkeiten.
- Weitere Informationen: Zugang zu einem integrierten Plattform für Vermögensverwaltung und Unternehmensfinanzierung.
- Warum dieser Job: Gestalte individuelle Lösungen für wohlhabende Kunden und wachse in einer agilen Bank.
- Qualifikationen: Mindestens 7 Jahre Erfahrung im Private Banking oder Wealth Management.
Das prognostizierte Gehalt liegt zwischen 56250 - 68750 € pro Jahr.
Relationship Manager – Private Banking
Our client, one of the largest European banks having their WM operations in Geneva and Zurich, is looking for a Relationship Manager to join the team in Geneva.
Position Summary
We are seeking an experienced Relationship Manager to join our Wealth Management team in Geneva.
The successful candidate will be responsible for developing and managing a portfolio of HNW and UHNW clients, delivering tailored wealth management and advisory solutions, and contributing to the bank's growth through new client acquisition and asset gathering.
Key Responsibilities
Develop, manage, and grow a portfolio of HNW/UHNW private clients, acting as their primary point of contact for all banking and wealth management needs.
- Proactively acquire new clients and assets under management through personal networks, referrals, and the bank's broader business development initiatives.
- Design and propose tailored investment strategies and solutions in coordination with the bank's investment advisory, asset management, and family office teams.
- Conduct regular portfolio reviews with clients, ensuring alignment with their risk profile, investment objectives, and evolving needs.
- Ensure full compliance with FINMA regulations, internal policies, and KYC/AML requirements throughout the client relationship lifecycle, including onboarding, periodic due diligence, and risk classification.
- Maintain accurate and up-to-date client documentation and CRM records.
- Collaborate closely with internal stakeholders, including investment advisors, credit officers, legal/compliance, and operations, to ensure seamless client service delivery.
Candidate Profile
Minimum approx. 7 years of experience as a Relationship Manager or similar client-facing role within private banking or wealth management.
Demonstrated track record of acquiring and managing HNW/UHNW client relationships and growing assets under management in Europe, Asia, MENA, LATAM or the US.
- Strong knowledge of investment products, wealth structuring, and financial markets.
- Solid understanding of Swiss regulatory and compliance requirements (FINMA, AML/KYC, cross-border regulations) a plus (training/certification is offered by the bank).
- Existing network of private clients and/or intermediaries.
- University degree in finance, economics, business administration, or a related field; relevant certifications (e. g., CWMA, CFA, or equivalent) are a plus.
- Fluency in English is required; additional languages a plus
- Excellent interpersonal, negotiation, and relationship-building skills, with a client-centric and entrepreneurial mindset.
- High personal integrity and discretion, in line with the standards expected in private banking.
What is offered
- The opportunity to work within an entrepreneurial, agile private banking group backed by a major international banking partner.
- Access to a comprehensive and integrated platform spanning wealth management, family office, corporate finance, and asset management.
- A collaborative, international working environment based in Geneva.
Market leading and transparent compensation structure aligned with individual and team performance.
#J-18808-Ljbffr
Relationship Manager Arbeitgeber: SAM International
Unser Kunde, eine angesehene Finanzinstitution im Raum Zürich, bietet Ihnen als Tax Operations Specialist ein modernes Arbeitsumfeld mit flexiblen Arbeitszeiten und der Möglichkeit, im Homeoffice zu arbeiten. Wir legen großen Wert auf Ihre berufliche und persönliche Entwicklung und bieten zahlreiche Schulungsangebote, um Ihre Fähigkeiten zu fördern. Zudem engagieren wir uns für Nachhaltigkeit und bieten attraktive Konditionen sowie exklusive Vorteile, die Ihre Arbeit bei uns besonders lohnenswert machen.
