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Client Relationship Manager
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Client Relationship Manager
vor 3 Wochen
Genf, Genf, Schweiz Pictet VollzeitYour rolePictet Wealth Management is seeking a skilled Client Relationship Manager to join our team. As a key member of our Investment Office, you will be responsible for managing client relationships and acting as a point of contact for clients.Your responsibilitiesManaging client relationships, focusing on UHNWI, and acting as a dedicated point of contact...
Relationship Officer
vor 2 Monaten
At HSBC Private Bank (Suisse) SA, we're seeking a skilled Relationship Officer to join our team on a fixed-term contract basis. As a Relationship Officer, you will be responsible for providing exceptional client service to high net worth individuals, ensuring their needs are met and exceeded.
Main Responsibilities:- Act as the primary point of contact for high net worth clients, providing tailored solutions and services to meet their financial needs.
- Collaborate with Relationship Managers to deepen client relationships and identify opportunities for revenue growth.
- Manage a portfolio of accommodation accounts, ensuring standard services are provided and opportunities for relationship deepening are identified.
- Provide comprehensive banking and transaction services, ensuring all client data management issues are resolved in a timely manner.
- Ensure client account opening documents are complete and accurate, and all data input is handled in a timely and consistent manner.
- University graduate with professional certifications such as CFA, CPA, etc.
- At least 5 years of experience in private banking, preferably in client service or investment counseling.
- Solid understanding of financial products, markets, and lending, as well as sophisticated products such as derivatives and structured products.
- Excellent social and communication skills, with the ability to build strong relationships with clients and colleagues.
- Fluent in English, with additional languages a plus.
- Strong team spirit and ability to work collaboratively in a fast-paced environment.
- Computer literate with strong knowledge of Microsoft Office and Avaloq.
- A competitive salary and benefits package.
- Opportunities for career growth and professional development.
- A dynamic and inclusive work environment.
- Access to a range of employee resource groups and diversity initiatives.
We are an equal opportunities employer and welcome applications from all qualified candidates. Please apply via our careers website at the following link: https://www.hsbc.com/careers