Head of Client Relationship Management

vor 3 Wochen

Genf, Schweiz OPTIMA PARTNERS Sàrl Vollzeit
Job Description

Head of Client Relationship Management

For our client, a Geneva based bank active in Wealth Management, we are currently looking for a Head Client Relationship Management.

In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers.

You act as a role model and ambassador for the Bank. You drive the business by sharing your own significant experience, helping the team to manage Bank’s clients but also to further grow and acquire new clients. You also have the important role to fully assume the supervisory responsibilities and manage risk at first line of defence.

The position reports directly to the Head of Private Banking.

Your responsibilities

  1. Lead and support the CRM team, set clear priorities and manage specific situations.
  2. Coach the team members to improve their skills and performance with focus on sales management.
  3. Support the Relationship Managers in the acquisition and onboarding of new clients.
  4. Identify and secure new business opportunities and increase the Bank's portfolio.
  5. Develop your own client portfolio in acquiring new clients and generating revenues.
  6. Supervise client periodic review performed by Client Relationship Managers.
  7. Drive the hiring of new Relationship Managers in close collaboration with Head of Wealth Management.
  8. Supervise and approve the credit approval forms performed by Client Relationship Managers.
  9. Define Client Relationship Managers’ yearly targets and assess annual performance in collaboration with Head of Wealth Management.
  10. Conduct regular meetings with the team to foster information exchange and review performance.
  11. Ensure timely clearance of pending items and escalate deficiencies.
  12. Work closely with other departments for a cross-sell strategy.

Your profile & required qualifications

  1. University degree in Finance or qualification considered equivalent.
  2. CFA, CAIA, SAQ Wealth Management certification would be an asset.
  3. +10 years’ experience in servicing Wealth Management clients and in business development.
  4. Proven management skills in a similar function.
  5. Ability to motivate and coach others.
  6. Very good understanding of the first line of defence role.
  7. Thorough knowledge of “Swiss” Wealth Management legal and regulatory aspects.
  8. Risk awareness and high level of ethics.
  9. Excellent client relationship and communication skills.
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