Senior Relationship Manager FR

Vor 3 Tagen


Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

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

  1. Intégration au sein du bureau genevois ;
  2. Familiarisation avec les produits et services de la Banque ;
  3. On-boarding de ses clients et acquisition de nouveaux clients ;
  4. Développement et gestion de son portefeuille de clients privés HNWI / UHNWI ;
  5. Préparation des visites clients et prospects ;
  6. Réalisation de rendez-vous clients et prospects par téléphone, visioconférence et face à face ;
  7. Lien avec les apporteurs d'affaires ;
  8. Ouverture et clôture des comptes bancaires et des mandats de gestion ;
  9. Advisory & Mandats discrétionnaires ;
  10. Passation des ordres de bourse ;
  11. Propositions des fonds d'investissements internes et externes ;
  12. Suivi de ses clients et prospects ;
  13. Prospection active ;
  14. Reporting clients et à la Direction ;
  15. Lien avec les autres départements de la Banque en Suisse et à l'international ;
  16. Participation à la vie du bureau au quotidien.

Profil recherché

  1. Formation bancaire ;
  2. 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 ;
  3. Portefeuille de clients / prospects HNWI / UHNWI requis sur les marchés européens ;
  4. Fort intérêt pour les marchés financiers et les instruments financiers ;
  5. Bonne maîtrise de la Suite MS Office et des programmes bancaires ;
  6. Fibre commerciale, esprit entrepreneurial, orienté(e) clients & autonome ;
  7. Sens de la confidentialité ;
  8. 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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