Senior Relationship Manager FR
Vor 3 Tagen
Portefeuille de clients HNWI / UHNWI requis sur les marchés européens
Banque privée internationale
À propos de notre client
Notre client est une belle banque privée internationale bien implantée en Suisse et sur l'ensemble des autres places financières internationales.
Description du poste
- 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.
Profil recherché
- 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.
Informations complémentaires
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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