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 Manager. 

Senior Relationship Manager

We are looking for a Senior RM to grow our group in Geneva.

 

Job description: 

  • Develop his own client portfolio and ensure proactive and quality follow-up of your customers,
  • Expertise on Indian and Middle Eastern Clients - Capacity to onboard new custumers from the mentioned region
  • Ability to originate, coordinate and close corporate transactions in partnership with existing banking partners 
  • Create and maintain the necessary network for the acquisition of new clients,
  • Identify new business opportunities, collaborate on deal execution
  • Provide personalised advice and offer tailor-made solutions and services to your customers, constantly seeking their satisfaction,
  • Deal directly with customers and provide bespoke hedging solutions that fit their commercial activities
  • Working knowledge of structured lending transactions
  • Successful completion of luxury asset financings, real estate financings and other types of structured lending transactions to satisfy client's needs
  • Informs customers to the full understanding of the hedging tools’ benefits and risks
  • Develop strong client relationships and manage their portfolio
  • Ability to originate, coordinate and close various structured lending/credit transactions for clients
  • Make initial assessments on customers’ financial statements
  • Promote and manage ongoing needs of clients across the private banking, commercial banking and corporate & investment banking needs
  • Good understanding of FX and economic influences driving the market to explain to all level of clients
  • Work closely with other members of the relationship team to identify and bring new business opportunities along with maintaining current revenue
  • Implement management KPI’s to provide a more accurate and realistic performance analysis
  • Implement and maintain a CRM control to better serve our clients and enhance our prospects efficiency
  • Ensure a strong Risk & Control framework is maintained with an ongoing focus on adherence to KYC, AML, PEP and Reputational Risk standards
  • You build a trusting and lasting relationship with your client.
  • Conduct regular cross functional reviews with peers (locally and regionally) to ensure coordinated management of client relationships

Key qualification for the role:  

  • Excellent experience in the domain
  • Capabilities to work with a lots of information and to anaylse and work efficiently
  • Requires Bachelors in Finance, Economics or business degree
  • Credit Training a plus
  • Understanding of international economy and markets
  • At least 15 years of relevant experience in Private Banking with corporate banking knowledge and successful completion of corporate finance transactions
  • Excellent Interpersonal and communication skills and an ability to influence top business leadership mainly shareholders and business owners
  • Capacity to work with a new team and participate in the developement of the firm
  • Speaking lanquages required English

 

The Company is looking forward to receive your application.

 

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