Head of Client Relationship Management
Vor 2 Tagen
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
- 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
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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