Senior Relationship Manager

Vor 5 Tagen

Genf, Genf, Schweiz FINDERS SA Vollzeit
Senior Relationship Manager (Farmer) - Private Bank

Client:

Long-established private banking institution in Geneva, as well as good global reach. A boutique with significant and growing assets under management. They offer traditional, as well as complex, bespoke private banking services to its high net worth clients.  A strong share-holder, solid balance sheet behind. This Client is offering an enriching and challenging position, that is rather unique on the Geneva market place.

Position:

It is around this time of year, we start thinking about a new challenge on the job front. Perhaps you are not satisfied with your current position or find yourself between jobs right now. With Swiss experience, you are a seasoned farmer banker, used to a broad role, comfortable as part of a small, busy team. The position will be as the right hand of the General Manager as a farmer banker/senior relationship manager. You will principally be maintaining a client base and having contact with clients. You should be comfortable talking to clients and therefore strong on products, investments and financial markets (whilst we are not looking for an investment advisor, as the team already has one), you need to at least be capable to explain a fact sheet and answer client questions about investments and products. If any of this applies to you, please do apply (To note this position is full-time and no home office, 5 days a week within the very nice, central Geneva offices; frontalier accepted). Ideally to start ASAP but those on a short notice period should also still apply for this rare position.

If you work today as a Senior Relationship Manager farmer, this could be a broad, varied role that is going to be enriching and rewarding for you as a next step. Within a small structure, the position is coming in as an experienced relationship manager (farmer) that has good visibility and responsibility.  Day to day, as mentioned above, you will maintain the client base and manage the relationships. With 1 junior banker in the team, along with 1 assistant, you may still at times have to take on one or two more administrative tasks relating to account-opening or a payment, fiduciary deposit etc - so happy to "rol up sleeves". (Please note, this is not a hunter role). As also mentioned above, you should be comfortable on complex orders, structured products, funds, derivatives (options) etc - even if you will be working closely with the Investment Advisor who is also part of this Geneva-based, front office team.

Profile:

  • University or Masters degree or equivalent experience
  • Minimum 8-10 years'++ experience as a relationship manager farmer/senior banker (maintenance banker, not hunter)
  • Swiss experience is a must; "direct private client" experience (international exposure); stable career path ideally from a category 4 or category 5 FINMA-regulated bank preferred
  • Strong technically - CWMA Certified a strong plus
  • An independent, autonomous person who is also a team player and able to get on with everyone whether more senior or more junior
  • You are an unflappable, resilient, experienced, entrepreneurial person, at ease within a global brand but as part of a small office
  • You are hungry, keen to learn and can take good good initiative and think outside the box with energy and drive
  • Excellent attention to detail and strong on administration and compliance
  • An open-minded and flexible and happy to "muck-in" and help out + a positive mind-set
  • Able to commit to a busy, full-time job; at ease in a small structure (no home office) - front office open until 18.30 daily
  • Swiss residency preferred but not essential; frontalier accepted
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