Relationship Manager, Geneva

vor 1 Tag

Genf, Schweiz TN Switzerland Vollzeit

We are seeking a dedicated and experienced Relationship Manager to join the team of one of our clients, a family asset management firm based in Geneva.

Client Relationship Management:
  • Develop and maintain strong relationships with high-net-worth clients and their families.
  • Serve as the primary point of contact for clients, addressing inquiries and providing tailored solutions.
  • Collaborate with the investment team to create customized investment strategies that align with clients' financial goals.
  • Monitor and report on clients' investment performance and market trends.
Business Development:
  • Identify and pursue new business opportunities through networking and referrals.
  • Participate in marketing initiatives to promote the firm’s services.
Compliance and Risk Management:
  • Ensure adherence to regulatory requirements and internal compliance policies.
  • Conduct risk assessments and ensure that clients’ portfolios are aligned with their risk tolerance.
Minimum Requirements:
  • Minimum of 5 years of experience in relationship management or client advisory roles within the asset management or private banking industry.
  • Strong understanding of investment products and financial markets.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
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