Relationship Manager 100%

vor 3 Wochen

Geneva, Schweiz Michael Page Vollzeit
  • Intégration au sein du nouveau bureau genevois ;
  • Développement de la marque sur le marché local ;
  • Développement et gestion de son portefeuille de clients privés HNWI / UHNWI ;
  • Préparation des visites clients et prospects ;
  • Réalisation de rendez-vous clients et prospects par téléphone, visioconférence et face à face ;
  • Lien avec les différentes banques dépositaires du groupe ;
  • Ouverture et clôture des comptes bancaires et des mandats de gestion ;
  • Advisory & Mandats discrétionnaires ;
  • Passation des ordres de bourse ;
  • Propositions des fonds d'investissements internes et externes ;
  • Suivi de ses clients et prospects ;
  • Reporting clients et à la Direction ;
  • Lien avec les autres départements de la société en Suisse et à l'international ;
  • Participation à la vie du bureau au quotidien.

  • Formation bancaire ;
  • Expérience similaire conséquente en tant que Gestionnaire de Fortune et / ou Banquier Privé au sein d'une société de gestion, d'un family office ou d'une banque privée en Suisse ;
  • Portefeuille de clients / prospects HNWI / UHNWI requis (à partir de 30 - 40 millions CHF AUM) ;
  • Fort intérêt pour les marchés financiers et les instruments financiers ;
  • Bonne maîtrise de la Suite MS Office et des programmes bancaires ;
  • Fibre commerciale, esprit entrepreneurial, orienté(e) clients & autonome ;
  • Sens de la confidentialité.

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