Relationship Manager

vor 1 Woche

Genf, Genf, Schweiz OPTIMA PARTNERS Vollzeit

RELATIONSHIP MANAGER - Nordics


For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager to cover the Nordic markets.

The Relationship Manager will be working within the bank's Wealth Management department.

We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to the team's success.


1. Your responsibilities

  • Develop a client book while analysing the clients requirements and needs
  • Develop your own network for client acquisition
  • Meet prospects and clients, prepare client meetings and manage followup actions
  • Understand product offering and develop ability to pitch also complex solutions to clients
  • Develop your own value proposition in accordance to the banks strategy as a holistic advisor
  • Provide to the client with investment and management advice/proposals, aligned with the client's goals, assets and chosen investment.
  • Maintain close collaboration with specialists to keep updodate with investment solutions and developments in the financial industry
  • Keep accurate and uptodate client investment profiles using internal tools
  • Ensuring the plausibility and truthfulness of the client information, evaluation whether the client is at risk or not, responsible for the account opening process (identity check, KYC, World check etc.)
  • Execute transactions, payments and other banking operations
  • Open new accounts and followup on administrative matters
  • Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Senior Relationship Manager in his daily tasks.

2. Your profile & required qualifications

  • Degree in finance or similar qualification
  • Ideally a postgraduate qualification such as CFA or CWMA
  • Or a first experience while studying
  • 57 years of private banking experience with at least 23 years as Relationship Manager
  • Interested in people, their stories, needs, circumstances
  • Autonomous, multitasking, proactive
  • Team spirit and collaborative spirit; Positive attitude, showing engagement
  • Solutionsoriented and proactive mindset
  • Excellent communication and presentation skills, both written and oral
  • Interpersonal, negotiation and influencing skills
  • Client relationship management skills
  • Understanding of investments products
  • Strong user level in all common IT tools
  • Swedish, English and French

  • Swiss-Onshore Relationship Manager

    vor 2 Monaten

    Genf, Genf, 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...

  • Swiss-Onshore Relationship Manager

    vor 1 Woche

    Genf, Genf, 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...

  • Swiss-Onshore Relationship Manager

    vor 3 Wochen

    Genf, Genf, 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...

  • Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz OPTIMA PARTNERS Vollzeit

    Relationship Manager - EAMOn behalf of a Swiss private bank in Zurich, we are looking for a Relationship Manager - External Asset Managers (EAMs) to join an evolving team.Your responsibilities: Develop a book of EAM and onboard new EAM Dealing with demanding Independent Managers and Multi Family Offices in Germanspeaking Switzerland (and potentially in the...

  • Assistant Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH)...

  • Assistant Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    Assistant Relationship Manager:Mission:Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank's internal regulations and guidelines.Challenges:Main responsibilities:Relations with private clients and marketing (in strict compliance with the regulatory framework, the Bank's Cross-Border rules and the...

  • Assistant Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz SYZ GROUP Vollzeit

    Purpose of the role:Support a Relationship Manager and become his trusted client service officer, supportingWe are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team's success, and that possesses all the key competencies to evolve as a Junior Relationship...

  • Relationship Manager Assistant

    vor 1 Woche

    Genf, Genf, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    Relationship Manager Assistant:Description:Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and services, including a...

  • Senior Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz Finders SA Vollzeit

    Finders SAClient:Well-established private banking institution in Geneva, as well as good global reach. A boutique with significant and growing assets under management. They offer traditional, as well as complex, bespoke private banking services to its high net worth clients. A strong share-holder, solid balance sheet behind. A working environment that would...

  • Assistant Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz SYZ SA Vollzeit

    If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and dedication, you can expect a...

  • Relationship Manager Assistant

    vor 1 Woche

    Genf, Genf, Schweiz Schroders Vollzeit

    Schroders plc, a global financial institution headquartered in London, is home to over 6100 talented employees worldwide. Operating in 38 different locations across Europe, America, Asia, the Middle East, and Africa, Schroders has maintained a stable value for over 200 years. Our long-term vision guides our investment approach, client relationships, and...

  • Senior Relationship Manager

    vor 2 Monaten

    Genf, Genf, Schweiz PLEION SA Vollzeit

    Senior Relationship ManagerIhre Hauptaufgabenbereiche lauten wie folgt:Sie bauen Ihr Kundenportfolio auf dem lokalen oder internationalen Markt auf, binden vorhandene Kunden und stellen den Kontakt zu diesen Kunden sicher Sie analysieren alle Vermögenswerte der Kunden und beraten sie in Fragen wie Investitionen, Vermögensverwaltung, Finanzplanung usw Sie...

  • Senior Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz PLEION SA Vollzeit

    Senior Relationship ManagerIhre Hauptaufgabenbereiche lauten wie folgt:Sie bauen Ihr Kundenportfolio auf dem lokalen oder internationalen Markt auf, binden vorhandene Kunden und stellen den Kontakt zu diesen Kunden sicher Sie analysieren alle Vermögenswerte der Kunden und beraten sie in Fragen wie Investitionen, Vermögensverwaltung, Finanzplanung usw Sie...

  • Senior Relationship Manager

    vor 3 Wochen

    Genf, Genf, Schweiz PLEION SA Vollzeit

    Senior Relationship ManagerIhre Hauptaufgabenbereiche lauten wie folgt:Sie bauen Ihr Kundenportfolio auf dem lokalen oder internationalen Markt auf, binden vorhandene Kunden und stellen den Kontakt zu diesen Kunden sicher Sie analysieren alle Vermögenswerte der Kunden und beraten sie in Fragen wie Investitionen, Vermögensverwaltung, Finanzplanung usw Sie...

  • Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz Banque Internationale de Commerce - BRED (Suisse) SA Vollzeit

    **Département**:Commercial CTF Groupe Métaux**L'Objectif du poste**:La banque BIC-BRED (Suisse) SA, basée à Genève, est la filiale suisse de la BRED Banque Populaire. Elle fait partie du Groupe BPCE, deuxième plus grand groupe bancaire Français. BIC-BRED a développé une activité de financement du négoce de matières premières (Commodity Trade...

  • Relationship Manager 100%

    vor 1 Woche

    Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    Pour l'un de nos clients, nous sommes à la recherche d'un(e) Relationship Manager ou d'une équipe de Relationship Managers en contrat permanent à 100% et basé(e) à Genève. La ou le collaborateur(trice) participera au lancement et au développement de l'entité genevoise. MissionsIntégration au sein du nouveau bureau genevois ;Développement de la...

  • Junior Client Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz Finders SA Vollzeit

    Client:A leading, global multi family office offering a close-knit, collegial, fast-paced Geneva office team to join.Position:Are you a worker bee, hungry and driven for a new challenge?A client that Finders know intimately so can help explain the culture to any prospective, suitable applicant for this exciting client relationship management role at the...

  • Relationship Manager Assistant

    vor 1 Woche

    Genf, Genf, Schweiz Brodard Executive Search Vollzeit

    For one of our prestigious clients in the external asset management industry, we are on the lookout for a talented individual to join as a Relationship Manager Assistant.Key Responsibilities:Managing client accounts and transactions with precisionMonitoring account balances and transactions diligentlyHandling AML alerts and necessary reportsAssessing the...

  • Relationship Manager Assistant SPA

    vor 1 Woche

    Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    Pour l'un de nos clients, nous sommes à la recherche d'un(e) Relationship Manager Assistant SPA / ENG / FR en contrat permanent entre 50% et 100% et basé(e) à Genève. La ou le collaborateur(trice) rejoindra le département Wealth Management de la structure. Relationship Manager Assistant SPA / ENG / FRNotre client est une belle société financière...

  • Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz CHF CAPITAL SA Vollzeit

    **Relationship Manager - Moyen-Orient**CHF Capital SA offre des services de gestion de placements à des particuliers principalement basés au Moyen-Orient. En conséquence, l'entreprise devra avoir la capacité de recruter des personnes qui combinent à la fois une compréhension approfondie des marchés financiers et un solide réseau de relations dans les...