Relationship Manager Private Banking HNWI

vor 3 Wochen


Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

Portefeuille de clients HNWI / UHNWI requis

Wealth & Asset Manager implanté en Suisse et à l'international

À propos de notre client

Notre client est une belle banque privée bien implantée en Suisse et sur l'ensemble des autres places financières internationales.

Description du poste

  • 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 ;
  • 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 ;
  • Reporting clients et à la Direction ;
  • Lien avec les autres départements de la société en Suisse et à l'international ;

Profil recherché

  • 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.

Informations complémentaires

  • Forte possibilité d'évolution au sein de la structure
  • Télétravail
  • Structure en forte croissance
#J-18808-Ljbffr

  • Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT – Private Banking und Asset Management is the world's largest family-owned and managed Private Banking and Asset Management Group, fully owned and managed by the Princely House of Liechtenstein.We have around 600 employees in Switzerland, establishing us as a renowned Swiss private bank and excellent address for both wealthy private clients and...


  • Genf, Genf, Schweiz ACCA Careers Vollzeit

    Portefeuille de clients HNWI / UHNWI requisBanque privée implantée en Suisse et à l'international.Informations sur l'entrepriseNotre client est une belle banque privée bien implantée en Suisse et sur l'ensemble des autres places financières internationales.MissionsDéveloppement de la marque sur le marché local.Développement et gestion de son...


  • Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent...


  • Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    Notre client est un belle banque privée bien implantée en Suisse et sur l'ensemble des autres places financières internationales.Missions- 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 ;- Lien avec les différentes banques...


  • Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT Bank (Schweiz) AG has been a leading provider of Private Banking services for over 100 years, with a strong focus on building long-term relationships with our clients.We offer a unique combination of personal service, expert knowledge and a deep understanding of our clients' needs, making us an excellent partner for private investors.As a relationship...


  • Genf, Genf, Schweiz Max Piccinini Vollzeit

    Job Description:This is a senior-level position that requires a proven track record of fundraising success and a deep understanding of real estate investment opportunities in Dubai.The ideal candidate will have a minimum of 5 years of experience in private banking, wealth management, or investment funds and a strong network of direct access to...


  • Genf, Genf, Schweiz Lotus Partners Vollzeit

    Relationship Manager LEVANT - Book of clients to inherit and developOur client is a private bank offering a wide range of services including private banking, asset management, and corporate banking. It is known for providing tailored solutions to clients, with a strong focus on international wealth management. The bank maintains a solid reputation for...


  • Genf, Genf, Schweiz Delta Executive Search Vollzeit

    Delta Executive Search is partnering with a reputable private bank to find a Senior Relationship Manager who can lead their Qatari Private Wealth team.The successful candidate will have a minimum of 8 years' experience in private banking, wealth management, or financial advisory, with a strong focus on developing and maintaining client relationships.Key...


  • Genf, Genf, Schweiz FICOBA Vollzeit

    Role SummaryFICOBA is looking for a skilled Corporate Actions Officer to support our private banking clients. The ideal candidate will have expertise in securities processing and strong analytical skills.Responsibilities:Examine custodians' swifts, agent prospectuses, and financial providers' data for discrepancies.Match holdings with entitlements and manage...


  • Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    We are seeking an experienced and results-driven Relationship Manager to join our team in Switzerland.The successful candidate will be responsible for developing new business opportunities, expanding existing client relationships, and providing exceptional customer service to our high net worth clients.This is a challenging and rewarding role that requires...


  • Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    Job Description:We are seeking an experienced Client Relationship Manager to join our team in Geneva. As a key member of our private banking department, you will be responsible for building and maintaining relationships with high-value clients, including corporations, family offices, and institutional clients.Your primary objective will be to develop...


  • Genf, Genf, Schweiz HSBC Vollzeit

    The Relationship Officer plays a vital role in the Private Banking team at HSBC. Their main objective is to manage the account closure process while maintaining exceptional client relationships. To achieve this, they must have outstanding communication skills, the ability to work efficiently under pressure, and a deep understanding of regulatory...


  • Genf, Genf, Schweiz HSBC Vollzeit

    About the Role:The Relationship Officer is responsible for managing and closing client accounts while delivering high-quality service.This role requires strong communication skills, as well as experience in private banking and customer service.You will work closely with internal stakeholders and external clients to ensure seamless account closure...


  • Genf, Genf, Schweiz Redstone Search Group Vollzeit

    Job DescriptionAs a Private Banking Professional, you will be responsible for building and nurturing a book of HNW/UHNWI clients to drive profitable business growth for the Private Wealth unit. You will develop and execute business development strategies to increase market presence, establish new relationships, and expand existing ones.You will work closely...


  • Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    Tâches quotidiennesLiaison régulière avec les clients HNWI / UHNWI ;Gestion et suivi du portefeuille de clients ;Negociation avec les prestataires de services financiers ;


  • Genf, Genf, Schweiz Agius & Partners Vollzeit

    Agius & Partners, a renowned firm in the private banking industry, is seeking an accomplished Private Wealth Manager to join our team.About the Role:The ideal candidate will possess a strong background in relationship management, with a minimum of 5-10 years of experience working with high net worth clients in Switzerland. They will be responsible for...


  • Genf, Genf, Schweiz Agius & Partners Vollzeit

    Agius & Partners is seeking a seasoned Senior Relationship Manager to join our team.About the Position:The successful candidate will have a minimum of 5-10 years of experience working with high net worth clients in Switzerland, and will be responsible for onboarding and managing UHNW clients from their target market. They will also be expected to leverage...


  • Genf, Genf, Schweiz Delta Executive Search Vollzeit

    Our client, a prestigious Swiss pure-play private bank, is seeking an experienced Hunter Relationship Manager to drive client acquisition and portfolio growth within the Qatari Private Banking market.The ideal candidate must come from a leading private bank or wealth management institution and have a proven track record in client acquisition within the GCC,...

  • Relationship Manager

    vor 24 Stunden


    Genf, Genf, Schweiz Redstone Search Group Vollzeit

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...


  • Genf, Genf, Schweiz DES Capital Vollzeit

    DES Capital has perpetual mandates with over 40+ prestigious Private Banks and EAMs/Multi Family Offices in Switzerland to hire Senior Private Bankers (Relationship Managers).Exclusive Opportunity for a: Head of Private BankingElevate your career to new heights by joining a prestigious private bank in Geneva or Zurich. This unique opportunity is tailored for...