Relationship Manager GER

vor 3 Wochen

Geneva, Schweiz Michael Page - Switzerland Vollzeit

About Our Client Our client is a well-established Wealth & Asset Management company in Geneva / Luxembourg and other international financial places. Job Description Integration in the structure ; Client Relationship Management : Maintaining good client relationship with private clients, affluent, HNWI and UHNWI and answering all their requests; Business Development: Identifying, targeting, and establishing relationships with potential clients in Germany and Swiss-German part ; Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities; Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions; Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the German market and the Swiss-German market; Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners; Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction. Participation of the day to day in the office. The Successful Applicant Diploma in Finance, Economics or Business; Similar and significant first professional experience in client relationship management and / or business development with private clients ; Strong interest and knowledge to financial instrument and financial markets; Good knowledge of MS Office and banking software; German native language; English fluent language; French as an asset; Easy going, willingness to learn, client oriented & sense of detail. What's on Offer Our client offers a 100% permanent contract within a growing, dynamic and human-sized environment. Some remote work could be possible sometimes on the job.

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