Relationship Manager

vor 1 Woche


Geneve, Schweiz Fyte Vollzeit

Our client, a Family Office based in Geneva, is looking to expand its business. They are ready to welcome a private Banker or an Independent Wealth Manager. There is also the possibility to host a small team.

**Missions**:
Successfully transfer a minimum of 50M (CHF) book of HNWI ,

Develop and grow the book of clients ,

Be responsible for the preparation of investment proposals and their presentation to clients ,

Committed and dedicated to maintaining the highest standards with respect to the risk and control culture of the organization.

**Profile**:
Minimum 10 years of experience as a Relationship Manager ,

Understanding of different investment products and services ,

Have a proven track record in client acquisition and management of wealth for clients ;
Strong communication skills with excellent presentation ,

A portfolio of LATAM clients would be a great advantage.


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