Relationship Manager

vor 3 Wochen


Geneva, Schweiz Selby Jennings Vollzeit

Role Overview: As a Private Banker, you will play a pivotal role in providing bespoke financial solutions to esteemed clients. You'll work closely with ultra-high-net-worth individuals, understanding their unique needs, and tailoring investment strategies to help them achieve their financial goals.

Responsibilities:

  • Client Relationship Management:
  • Develop and execute a comprehensive client acquisition strategy.
  • Identify new business opportunities through referrals and networking.
  • Understand clients' financial objectives, risk tolerance, and investment preferences.
  • Investment Advisory:
  • Provide personalized investment advice, including asset allocation, portfolio construction, and risk management.
  • Collaborate with our in-house research team to stay informed about market trends and investment opportunities.
  • Wealth Planning:
  • Work closely with clients to create comprehensive wealth management plans.
  • Address estate planning, tax optimization, and succession planning.
  • Client Reporting:
  • Prepare regular performance reports and updates for clients.
  • Ensure transparency and clear communication regarding portfolio performance.

Qualifications:

  • Minimum 5 years of experience as a Private Banker, preferably within a family office or private banking environment.
  • Proven track record of managing high-net-worth portfolios.
  • Strong analytical skills and a deep understanding of financial markets.
  • Fluency in English; additional languages (such as French or German) are advantageous.


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