Relationship Manager Iam

Vor 3 Tagen


Schweiz Mirabaud Vollzeit

Groupe bancaire d’envergure internationale, Mirabaud offre à des particuliers, à des clients institutionnels

ainsi qu’à des entreprises et des professionnels de la finance, du conseil en investissement et des services de

gestion de fortune et d’actifs, hautement personnalisés.

Basé à Genève, Mirabaud n’a cessé de se développer au fil du temps et compte à ce jour 700 collaborateurs

qui perpétuent, par leur expérience et leurs compétences, l’esprit d’entreprise qui a présidé à la fondation

de l’établissement en 1819. Le Groupe exerce aujourd’hui ses activités de Wealth Management, d’Asset

Management et de Securities sur les principales places financières du globe et possède des bureaux en Suisse,

au Royaume-Uni, au Luxembourg, en France, en Espagne, en Italie, au Canada, aux Emirats arabes unis, au

Brésil mais aussi en Uruguay.

Pour compléter notre service Independent Asset Manager, à notre siège de Genève, nous recherchons

un(e):
RELATIONSHIP MANAGER - IAM

Responsabilités:
Gestion et animation d’un book attribué de clients gérants indépendants.

Développement des relations existantes au travers d’un service à haute valeur ajoutée.

Visites clients et participation aux évènements, écoute active de leurs besoins et promotion des

services de la banque, conseil et soutien proactif aux gérants indépendants, cross-selling des

produits Mirabaud Asset Management.

Rôle de facilitateur lors de l’onboarding des nouvelles relations : préparation du dossier pour

acceptation, collaboration étroite avec l’équipe Business Risk Management et la Compliance, suivi

jusqu’à l’ouverture des comptes et traitement lors des clôtures.

Anticipation, conseil et accompagnement sur les demandes opérationnelles, juridiques, fiscales,

compliance et gestion du trouble shooting.

Application du principe de « First Line of Defense » dans le traitement des aspects transactionnels

et dans la mise à jour des dossiers clients.

Pise en charge des différents contrôles (rétrocessions, contrôles prudentiels selon KRI) et des

revues annuelles (intégrité et mise à jour des relations, conditions contractuelles).

Force de proposition pour l’amélioration des processus existants, participation aux projets, soutien

à l’équipe IAM dans son ensemble et back-up sur des relations prédéfinies.

Profil recherché:
5-10 ans d’expérience dans un rôle similaire, auprès d’une banque en Suisse.

Formation supérieure en finance, idéalement complétée par un diplôme en gestion de fortune

type CWMA / SAQ / CIIA.

Excellente connaissance du marché des gérants indépendants en Suisse et/ou à l’international.

Excellentes connaissances de la réglementation en vigueur, notamment LsFin, et des processus

Compliance au sein d’une banque dépositaire.

Sens développé sur service à la clientèle. Excellent relationnel, pragmatique, réactif(ve), orienté(e)

solution et parfaitement à l’aise avec les outils IT. Excellente gestion des priorités, proactivité,

organisation et précision.

Français et anglais courant. Autre langue un atout.

Mirabaud est fier d’être un employeur offrant à tous les mêmes opportunités.

Notes:
Nous n'accepterons pas de dossiers d'agences.



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