Senior Relationship Manager

vor 1 Monat

Genève, Schweiz FINDERS SA Vollzeit
Senior Relationship Manager - Trusts & Fiduciary Services

Client:

Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to high standards, with strong ethics, encouraging a respectful and inclusive working environment.

Position:

Are you a senior trust manager or senior trust officer, doing well where you are, but looking for a fresh new challenge as a senior relationship manager? This is a good quality, rare and exciting opportunity, primarily focused on UK-centric clients, as well as Europe and Middle East but not limited to.  Joining a busy team at a senior level, reporting to the Team Head. You do not need to bring your own clients for this position, and will inherit a portfolio of clients (busy caseload).

Duties to include but not limited to:

  • The administration of a complex portfolio of clients, while maintaining and developing relationships with new and existing clients
  • Assisting in increasing the profitability of the company and shareholder value by identifying opportunities to extend the Group's Trust services and to use the Offering to implement solutions for clients where appropriate
  • Build and strengthen relationships with key clients and intermediaries and identifying new ideas in relation to products and services which may be offered by the company
  • Provide further value added solutions which the Group may be able to assist with, where appropriate, and implementation of solutions as needed

Profile:

  • Minimum of ten years' relevant experience in trusts, family office & fiduciary services industry
  • Swiss experience but with strong international exposure (individuals and corporates)
  • Professionally qualified, e.g STEP, ICSA, TEP, ACCA 
  • Able to build strong and effective relationships with clients and work as part of team, but independently
  • Good knowledge of relevant regulatory and legal frameworks
  • A stable career path behind you
  • Solid all-round trust administration experience
  • Excellent communication skills in English (both oral and written) and able to build relationships at all levels, with internal and external stakeholders
  • Self-motivated, methodical, thorough, with good attention to detail
  • MS office skills + trusts/accounting softwares competencies as standard
  • Already resident in the Geneva area preferred, unless compelling reasons for moving to the city (e.g from the Channel Islands etc); frontalier also accepted
  • Must be eligible for a Swiss work visa

  • Senior Relationship Manager

    vor 1 Monat

    Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior Relationship...

  • Senior Relationship Manager

    vor 1 Monat

    Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior...

  • Senior Relationship Manager

    vor 3 Wochen

    Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior...

  • Senior Relationship Manager

    vor 3 Wochen

    Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior Relationship...

  • Senior Relationship Manager

    vor 2 Monaten

    CH-1201 Genève PLEION SA Vollzeit

    Senior Relationship Manager Ihre Hauptaufgabenbereiche lauten wie folgt: Sie bauen Ihr Kundenportfolio auf dem lokalen oder internationalen Markt auf, binden vorhandene Kunden und stellen den Kontakt zu diesen Kunden sicher Sie analysieren alle Vermögenswerte der Kunden und beraten sie in Fragen wie Investitionen, Vermögensverwaltung, Finanzplanung...

  • Senior Relationship Manager

    vor 3 Wochen

    CH-1201 Genève PLEION SA Vollzeit

    Senior Relationship Manager Ihre Hauptaufgabenbereiche lauten wie folgt: Sie bauen Ihr Kundenportfolio auf dem lokalen oder internationalen Markt auf, binden vorhandene Kunden und stellen den Kontakt zu diesen Kunden sicher Sie analysieren alle Vermögenswerte der Kunden und beraten sie in Fragen wie Investitionen, Vermögensverwaltung, Finanzplanung...

  • Senior Relationship Manager

    vor 1 Monat

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Trusts & Fiduciary ServicesClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas...

  • Relationship manager assistant

    Vor 5 Tagen

    Genève, Schweiz Entreprise anonyme Vollzeit

    To support the team of Relationship Managers with administrative and operational tasks.ROLE: ASSISTANT TO RELATIONSHIP MANAGERMain Responsibilities:Assisting Relationship Managers with daily tasks like monitoring client transactions and executing transfer ordersIndependently handling client inquiriesCreating KYC files and managing accounts opening and...

  • Relationship manager assistant

    vor 4 Wochen

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    To provide administrative and operational support to team of Relationship Managers. RELATIONSHIP MANAGER ASSISTANTMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the...

  • Relationship manager assistant

    vor 3 Wochen

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    To provide administrative and operational support to team of Relationship Managers. RELATIONSHIP MANAGER ASSISTANTMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the...

  • Relationship manager assistant

    Vor 5 Tagen

    Genève, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...

  • Relationship manager assistant

    vor 4 Wochen

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...

  • Relationship manager assistant

    vor 3 Wochen

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...

  • Relationship manager assistant

    vor 2 Wochen

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilities Assisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers orders Handling client queries in an independent manner Creating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing process Other administrative tasks Supporting the...

  • Senior Trust Manager

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust Officer - Relationship ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also...

  • Relationship Manager Assistant

    vor 4 Wochen

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...

  • Relationship Manager Assistant

    vor 3 Wochen

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...

  • Senior Trust Manager

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to high...

  • Senior Trust Manager

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to high...

  • Relationship Manager Assistant

    vor 3 Wochen

    Genève, Schweiz Brodard Executive Search Vollzeit

    For our client, a top tier external asset manager, we are looking for aRelationship Manager AssistantResponsibilities:Managing of client accounts and transactions (transfers, check endorsements, cash control, fiduciary deposit renewals, etc.)Monitoring client account balances and account transactionsAML alerts and report when necessaryMonthly performance of...