Head of Client Relationship Management

Vor 2 Tagen


Genf, Genf, Schweiz Finders SA Vollzeit
Job Title: Head of Client Relationship Management

We are seeking an experienced professional to lead our Client Relationship Management team and drive business growth in the Wealth Management sector.

About the Role:

The successful candidate will be responsible for leading a team of Relationship Managers and Assistant Relationship Managers, managing their own client portfolio, and developing new business opportunities.

Key Responsibilities:
  • Lead and motivate the CRM team to achieve sales targets and improve client satisfaction
  • Develop and implement strategies to grow the client portfolio and increase revenue
  • Manage client relationships and ensure timely clearance of pending items
  • Supervise and approve credit approval forms and client periodic reviews
  • Identify and secure new business opportunities and increase the Bank's portfolio
  • Work closely with other departments for a cross-sell strategy
Requirements:
  • University degree in Finance or equivalent qualification
  • 10 years'++ experience in servicing Wealth Management clients and in business development
  • Proven management skills in a similar function
  • Ability to motivate and coach others
  • Thorough knowledge of Swiss Wealth Management legal and regulatory aspects (FINMA) + first line of defence
  • Risk awareness and high level of ethics
  • Excellent client relationship and communication skills
  • Fluent English and French
About Finders SA:

Finders SA is a well-established Swiss bank with a busy Geneva headquarters. We specialize in private banking and commodity trade finance, with a strong reputation as a high-quality service provider.

Location:

Geneva, Switzerland



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