Junior Client Relationship Manager

Vor 2 Tagen

Geneve, Schweiz Finders SA Vollzeit

**Client**:
A leading, global multi family office offering a close-knit, collegial, fast-paced Geneva office team to join.

**Position**:
Are you a worker bee, hungry and driven for a new challenge?

A client that Finders know intimately so can help explain the culture to any prospective, suitable applicant for this exciting client relationship management role at the junior/mid-level. Your background should ideally be from a family office or another type of institution that understands the business, such as a trust company. Those who are ACCA-qualified or studying towards, combined with the customer service, client service experience, as well as strong on all the administration that goes along with it, is the ideal type of profile. Would suit someone used to hard-working, Anglo-Saxon working style with like-minded high flyers, who are down to earth, humble and grounded.

As the company continues to grow it's Geneva office, this position of junior client relationship manager, is working within a medium-sized front office team reporting to the local Senior Client Relationship Manager of the Family Office in Switzerland. This role also involves close and regular interaction with Directors/Managers within the Family Office and also with external clients and business contacts together with all members of the Family Office Client Support Service, Banking and Compliance departments. The role entails developing and managing client relationships by providing professional advice/support and expert high-level administration. The role also involves assisting the more senior Relationship Managers and Directors as regards ongoing business development and administration of client affairs.

To keep in mind that this role, whilst an exciting front office position dealing with client service, can be very administratively burdensome. You will be doing all the more exciting tasks listed below, but also having to be involved in aspects such as workflows on the Family Office's systems, the payment of invoices, the opening and closing of bank accounts etc. Perhaps also doing some excel spreadsheets and reporting too. You will be able to advance quickly and the more experienced relationship managers will give you more responsibility at any time You can for example be included in interesting trust/company structures (which hold properties, private equity investments, other investments), dealing with how the assets are structured across different jurisdictions (according to different company, trust and tax laws), the setting up of companies etc.. his means that you can gain experience working on projects that you would not normally get to be involved in within a large company at this level, so a rather unique job opportunity. (To keep in mind this is not an investment role, although you will liaise with the Family Office investment team and their business development team).

**Key Responsibilities**:

- Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers
- Discuss with clients the Group offerings, e.g. family office services, corporate and trust structuring, tax and estate planning etc
- Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs, including compliance, legal, trust, accounting, philanthropy and property
- Assist and support the Family Office team on day-to-day operational running of large clients of the Group
- Assist Managers/Directors in the preparation of expert reporting packs for client meetings, which require a thorough knowledge of the client and excellent financial analytical skills
- Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
- Provide full administrative support on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, requesting payments, monitoring debtors, periodic risk reviews and obtaining compliance when necessary
- Such other duties as the management may from time to time reasonably require, including those relating to internal business operational responsibilities and business development

**Profile**:

- Master's degree in Finance, Chartered Accountant, Legal or equivalent
- 3-5 years' relevant experience from a family office, trust company, wealth management company or similar
- An international background and used to working in a fast-paced, international environment a must
- A pro-active team player, able to work independently with little guidance - not afraid to be curious, go the extra mile, ask questions, seek for information, take initiative
- Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, third pa

  • Junior Relationship Manager

    vor 3 Wochen

    Geneve, Schweiz Finders SA Vollzeit

    **Client**: Human-sized, traditional Swiss private bank of long-standing repute who offer bespoke private banking services to HNWIs and UHNWIs of different generations. They specialise in primarily Swiss-resident private clients, as well as European clients. A family-run bank, able to trace its history over hundreds of years with strong human values as well...

  • Head of Client Relationship Management

    Vor 6 Tagen

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **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....

  • Relationship Manager

    vor 2 Wochen

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **RELATIONSHIP MANAGER - Nordics** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager to cover the Nordic markets. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to...

  • Junior Relationship Manager

    vor 4 Wochen

    Geneve, Schweiz GLOBAL WEALTH ADVISORS & ASSOCIES SA Vollzeit

    **Titre du poste**:Junior relationship manager & Corporate finance assistant **Taux d’occupation**:100% - Contrat à durée indéterminée **Lieu**: Canton de Genève **Responsabilités principales**: - Assister nos associés dans les activités quotidiennes de gestion de fortune pour une clientèle turque ; - Assister nos associés dans le...

  • Head of Client Relationship Management

    vor 3 Wochen

    Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS Vollzeit

    Established 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...

  • Associate Relationship Manager

    vor 2 Wochen

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **ASSOCIATE RELATIONSHIP MANAGER - Swiss German** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to...

  • Assistant Relationship Manager

    vor 2 Wochen

    Geneve, Schweiz SYZ GROUP Vollzeit

    **Purpose of the role**: Support a Relationship Manager and become his trusted client service officer, supporting We are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team’s success, and that possesses all the key competencies to evolve as a Junior...

  • Junior Client Manager Wealth Management Eastern

    vor 2 Wochen

    Geneve, Schweiz Credit Suisse Vollzeit

    Relationship Management / Client Service Advisory English **We Offer** Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals. UBS is the world’s largest and only truly global wealth manager. We operate...

  • Assistant Relationship Manager

    vor 2 Wochen

    Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Relationship Manager**: **Mission**: Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines. **Challenges**: **Main responsibilities**: Relations with private clients and marketing (in strict compliance with the regulatory framework, the Bank’s...

  • Junior Relationship Manager Fr/en Pour Une Banque

    vor 3 Wochen

    Geneve, Schweiz Academic Work Vollzeit

    Tu es issu/e d'une formation en finance? Tu bénéficies d'une première expérience en banque ou asset management? Tu parles le français et l'anglais couramment? Tu souhaites un poste à responsabilités axé sur la conquête client et le conseil client? Si oui, postule! **À propos du rôle**: Pour le compte de notre client, une banque privée qui est en...

  • Assistant Relationship Manager

    vor 3 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...

  • Client Relationship Manager

    Vor 2 Tagen

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.- You will manage client...

  • Relationship Manager Assistant

    vor 2 Monaten

    Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant**: **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 banking products and services,...

  • Relationship Manager Assistant

    vor 4 Wochen

    Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant**: **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 banking products and services,...

  • Internship - Client Relationship Support

    vor 4 Wochen

    Geneve, Schweiz Candriam Vollzeit

    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 - 9 months Type of employment: Full Time Location: Geneva, Switzerland Start date:...

  • Assistant Relationship Manager

    vor 3 Wochen

    Geneve, Schweiz Julius Baer Vollzeit

    At 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

    vor 3 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...

  • Assistant Relationship Manager Middle East 100%

    vor 3 Wochen

    Geneve, Schweiz Julius Baer Vollzeit

    At 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 100%

    Vor 2 Tagen

    Geneve, Schweiz Julius Baer Vollzeit

    At 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

    vor 4 Wochen

    Geneve, Schweiz SYZ GROUP Vollzeit

    **Maternity cover ( 6 months )** If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and...