Senior Client Manager

vor 4 Wochen


Genf, Genf, Schweiz SYZ SA Vollzeit

Job Summary:

Syz SA seeks a seasoned Senior Client Manager to lead new client acquisition and retention efforts. The ideal candidate will possess a deep understanding of investments, banking, and trust services, as well as exceptional interpersonal skills and a passion for delivering exceptional client experiences.

Key Responsibilities:

  • Prospect and acquire new high net worth and ultra high net worth clients.
  • Develop and maintain strong client relationships, ensuring long-term mutual benefit.
  • Evaluate client needs and recommend tailored solutions to maximize goals and objectives.
  • Manage client onboarding, including identity verification and regulatory compliance.
  • Stay up-to-date on market trends, product offerings, and regulatory requirements.

Requirements:

  • 8+ years of experience as a Relationship Manager in a similar market.
  • University degree in Finance or Economics.
  • CWMA certification a strong advantage.
  • Fluency in English, with good knowledge of French a plus.


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