Head of Client Relationship Management
vor 2 Wochen
**Head of Client Relationship Management**
For our client, a Geneva based bank active in Wealth Management, we are currently looking for a Head Client Relationship Management.
In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers.
You act as a role model and ambassador for the Bank. You drive the business by sharing your own significant experience, helping the team to manage Bank’s clients but also to further grow and acquire new clients. You also have the important role to fully assume the supervisory responsibilities and manage risk at first line of defence.
The position reports directly to the Head of Private Banking.
**Your responsibilities**
- Lead and support the CRM team, set clear priorities and manage specific situations.
- Coach the team members to improve their skills and performance with focus on sales management,
- Support the Relationship Managers in the acquisition and onboarding of new clients.
- Identify and secure new business opportunities and increase the Bank's portfolio.
- Develop your own client portfolio in acquiring new clients and generating revenues.
- Supervise client periodic review performed by Client Relationship Managers.
- Drive the hiring of new Relationship Managers in close collaboration with Head of Wealth Management.
- Supervise and approve the credit approval forms performed by Client Relationship Managers.
- Define Client Relationship Managers’ yearly targets and assess annual performance in collaboration with Head of Wealth Management.
- Conduct regular meetings with the team to foster information exchange and review performance.
- Ensure timely clearance of pending items and escalate deficiencies.
- Work closely with other departments for a cross-sell strategy.
**Your profile & required qualifications**
- University degree in Finance or qualification considered equivalent.
- CFA, CAIA, SAQ Wealth Management certification would be an asset.
- +10 years’ experience in servicing Wealth Management clients and in business development.
- Proven management skills in a similar function.
- Ability to motivate and coach others.
- Very good understanding of the first line of defence role.
- Thorough knowledge of “Swiss” Wealth Management legal and regulatory aspects.
- Risk awareness and high level of ethics.
- Excellent client relationship and communication skills.
- Fluent written/spoken English, French.
**Job Type**: Permanent
-
Head of Client Relationship Management
vor 4 Wochen
Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS VollzeitEstablished in 1963 as a Swiss bank, bcp.bank segments its activities into two well-established core businesses: Commodity _ - Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. bcp.bank enjoys a solid _ - reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and...
-
Head of Client Review
vor 4 Wochen
Geneve, Schweiz Brodard Executive Search VollzeitDescription du poste The **Head of Client Review **must manage the Wealth Management Client Periodic Review team, ensuring that the team fulfills its main missions and duties. **The responsibilities **- Provide from time-to-time guidance and expertise on quality standards and regulatory requirements to WM Front Office when necessary; - Synchronize with...
-
Assistant Relationship Manager
vor 4 Wochen
Geneve, Schweiz Albedis Vollzeit**INTRODUCTION**: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN **ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT** POSITION BASED IN **GENEVA** **ASSIGNMENT DESCRIPTION**: - Execute **clients' instructions** accurately and timely, including transfers, trades, information requests, etc - Assist with **account opening **and KYC review for...
-
Internship - Client Relationship Support
Vor 5 Tagen
Geneve, Schweiz Candriam VollzeitInternship - Client Relationship Support Switzerland H/F **Position description** **Business unit **Sales and Distribution - Client Relations **Job title **Internship - Client Relationship Support Switzerland H/F **Contract type **Internship **Mission** Internship: 6 - 9 months Type of employment: Full Time Location: Geneva, Switzerland Start date:...
-
Internship - Client Relationship Support
vor 4 Wochen
Geneve, Schweiz Candriam VollzeitCandriam Geneva, SwitzerlandPosted 3 hours ago Internships & Graduate Trainee Competitive - Internship - Client Relationship Support Switzerland H/F **Position description** **Business unit **Sales and Distribution - Client Relations**Job title **Internship - Client Relationship Support Switzerland H/F**Contract type **Internship**Mission** Internship: 6 -...
-
Assistant Relationship Manager
Vor 3 Tagen
Geneve, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Assistant Relationship Manager Middle East 100%
Vor 3 Tagen
Geneve, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Assistant Relationship Manager Intermediaries
vor 1 Woche
Geneve, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Relationship Managers (RMs) with all EAM, EFA and end-client related administrative tasks....
-
Head of Financial Institutions Management
Vor 3 Tagen
Geneve, Schweiz PICTET Vollzeit**Your team**: - Corporate Functions includes the Group’s non-banking activities and employs more than 600 people. These functions are carried out by specialists with expertise across all business units, and include the Communications, Compliance, Finance, Human Resources, Information Security, Internal Audit, Legal, Corporate Office, Risk and Tax...
-
Head of Reception
Vor 6 Tagen
Geneve, Schweiz SYZ GROUP Vollzeit**Job summary**: The Head of Reception is responsible for the overall management of the reception area at our private bank offices in Switzerland. This includes providing a high level of client experience, organizing the reception teams and ensuring that all 5-star service standards are met for our clients, visitors and staff. Mission **Job description/ key...
-
Head of Investments
Vor 7 Tagen
Geneve, Schweiz Start emploi VollzeitOur client, a Wealth Management Firm in Geneva, is looking for a **Head of Investments** - collaborate with CIO and be his back-up - monitor the investment process - manage model portfolios as well as real client portfolios with CIO - participate in investment committee meetings - fund selection with help of 3 other partners - preparing quarterly investment...
-
Head of Equity Strategy and Research
vor 4 Wochen
Geneve, Schweiz OPTIMA PARTNERS Vollzeit**Head of Equity Strategy** ***For our client, a Geneva based private bank, we are currently looking for a Head of Equity Strategy and Research reporting to the CIO and managing a small team with direct access to UHNW clients. **1. Your responsibilities** Equity research - Leadership on equity committee and equity lists - Ensure the smooth running of the...
-
Assistant Relationship Manager
vor 4 Wochen
Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit**Assistant Relationship Manager - Latam - Portuguese Speaker -**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private...
-
Head of Operations
Vor 6 Tagen
Geneve, Schweiz Adecco Human Resources AG VollzeitCritères de l'offre **L'entreprise**: LHH The Adecco Group Switzerland Description du poste For one of our client, a well-established Financial Services Company, we are actively looking for a Head of Operations based in Geneva. **Responsabilities**: In connection with the banks, lawyers, Private Banks and other service providers, you will: Set-up,...
-
Head of Transaction Monitoring
Vor 3 Tagen
Geneve, Schweiz Lombard Odier & Cie VollzeitA career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...
-
Head of Management Accounting
Vor 4 Tagen
Geneve, Schweiz PICTET Vollzeit**Your team**: - Corporate Functions includes the Group’s non-banking activities and employs more than 600 people. These functions are carried out by specialists with expertise across all business units, and include the Communications, Compliance, Finance, Human Resources, Information Security, Internal Audit, Legal, Organisation, Risk and Tax...
-
Head of Technical Account Management
Vor 7 Tagen
Geneve, Schweiz SonarSource VollzeitAt Sonar, we’re a group of brilliant, motivated, and driven professionals working hard to help organizations build responsible, secure, high-quality code quickly and systematically. We build solutions that don’t just solve symptoms of problems - we fix problems at the source - source code, to be specific. We have a dynamic culture with employees...
-
Head of Data Strategy
vor 4 Wochen
Geneve, Schweiz Adecco VollzeitFor one of our clients in the French speaking part of Switzerland, we are recruiting a Head of Data Strategy who is open-minded and client-oriented, Passionate about his work, he/she believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you! **Responsibilities**: As a Head of Data...
-
Head of Safety
Vor 7 Tagen
Geneve, Schweiz Geneva Call Vollzeit**Mission**: - Geneva Call is a neutral and impartial non-governmental organization dedicated to promoting respect by Armed Groups and de Facto Authorities (AGDA) for international humanitarian norms in armed conflict and other situations of violence, in particular those related to the protection of civilians. Geneva Call focuses its efforts on banning the...
-
Head of Team Cro Private Custody
vor 1 Woche
Geneve, Schweiz PICTET Vollzeit**Your team**: **Pictet Asset Services (PAS) provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain, and our range of bespoke solutions includes value-adding analytics, trading strategy support and digital front-end interfaces...