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Senior Wealth Management Professional

vor 1 Woche


Genf, Genf, Schweiz ConnectPartners Sàrl Vollzeit

About the Role

We are seeking a highly skilled Business Manager to join our team at ConnectPartners Sàrl. This is a leadership position that requires sophisticated problem-solving, commercial, and organizational skills.

Key Responsibilities

  • Derive actionable insights from sales activities to support business development and sales efforts.
  • Identify best practices in business development and prospect conversion, sharing them across the relationship management team.
  • Channel client and prospect feedback into the firm's marketing activities, investment offering, and WM services to maintain competitiveness.
  • Contribute to the firm's strategic efforts by gathering industry knowledge and proposing strategic initiatives for the WM business.
  • Collaborate on creating, executing, and overseeing business plans to achieve WM targets.

Requirements

  • 5+ years of wealth management industry experience, preferably with operational consulting experience.
  • Bachelor's Degree or higher, ideally in Business Management, Finance, or Economics.
  • Specific knowledge of the investment industry, including financial instruments and major players.
  • Excellent verbal and written communication skills in English, with proficiency in French a plus.
  • Demonstrable leadership, management, and interpersonal skills.