Swiss-Onshore Relationship Manager

vor 3 Wochen

Geneva, Schweiz Selby Jennings Vollzeit

Job Title: Senior Relationship Manager - Swiss Onshore Market

Company Overview: Our client is a well-established Multi Family Office based in Geneva, Switzerland. They specialize in providing comprehensive wealth management services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). As part of their growth strategy, they are seeking an experienced Senior Relationship Manager to join their wealth management department.

Job Description: As a Senior Relationship Manager, you will play a crucial role in managing and growing the client portfolio within the Swiss-Onshore market. Here are the key responsibilities:

  1. Client Relationship Management:

    • Develop and maintain strong relationships with existing clients.
    • Understand their financial needs, goals, and risk tolerance.
    • Provide personalised advice and solutions tailored to individual clients.

  2. Business Development:

    • Identify new business opportunities within the Swiss-Onshore market.
    • Proactively engage with prospects and convert them into clients.
    • Collaborate with the investment advisory and portfolio management teams to deliver comprehensive solutions.

  3. Portfolio Management:

    • Oversee investment portfolios, ensuring alignment with clients' objectives.
    • Monitor market trends and adjust investment strategies as needed.
    • Execute trades across various asset classes.

  4. Compliance and Documentation:

    • Ensure compliance with regulatory requirements.
    • Prepare necessary documentation for client meetings, account openings, and reviews.
    • Conduct KYC (Know Your Customer) processes.

Qualifications:

  • Minimum 5 years of experience as a Relationship Manager or Senior Relationship Manager.
  • Strong knowledge of Swiss financial markets, products, and services.
  • Proven track record in managing HNWI/UHNWI clients.
  • Excellent communication and interpersonal skills.
  • Fluent in English; additional languages (such as French or German) are a plus.

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