Senior Relationship Manager FR

vor 1 Tag


Geneva, Schweiz Michael Page - Switzerland Vollzeit
About Our Client
Notre client est une belle banque privée internationale bien implantée en Suisse et sur l'ensemble des autres places financières internationales.

Job Description
  • Intégration au sein du bureau genevois ;
  • Familiarisation avec les produits et services de la Banque ;
  • On-boarding de ses clients et acquisition de nouveaux clients ;
  • 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 apporteurs d'affaires ;
  • 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 ;
  • Prospection active ;
  • Reporting clients et à la Direction ;
  • Lien avec les autres départements de la Banque en Suisse et à l'international ;
  • Participation à la vie du bureau au quotidien.


The Successful Applicant
  • Formation bancaire ;
  • Expérience similaire conséquente en tant que Banquier Privé et / ou Gestionnaire de Fortune au sein d'une banque privée, d'une société de gestion ou d'un family office en Suisse ;
  • Portefeuille de clients / prospects HNWI / UHNWI requis sur les marchés européens ;
  • 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 ;
  • Résidence suisse idéalement.


What's on Offer
Notre client offre un contrat permanent à 100% au sein d'un environnement de travail international, en croissance et dynamique. De bonnes conditions de travail sont proposées aux collaborateurs de la Banque.

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