Junior Relationship Manager ITA

vor 2 Wochen

Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit CHF 55'000 - CHF 90'000 pro Jahr
About Our Client
Our client is a well-established Wealth & Asset Management company in Switzerland, Luxembourg and other international financial places.

Job Description
  • Integration in the structure ;
  • Client Relationship Management : Maintaining good client relationship with private clients, affluent and HNWI and answering all their requests;
  • Business Development: Identifying, targeting, and establishing relationships with potential clients in Italy and Ticino ;
  • Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities;
  • Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions;
  • Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the Italian and Ticino markets ;
  • Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners;
  • Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction.
  • Participation of the day to day in the office.
The Successful Applicant
  • Diploma in Finance, Economics or Business;
  • Similar and significant first professional experience in client relationship management and / or business development with private clients ;
  • Capacity to build his own client portfolio and relationships with private clients, affluent clients and HNWI clients ;
  • Strong interest and knowledge to financial instrument and financial markets;
  • Good knowledge of MS Office and banking software;
  • Italian native language;
  • English fluent language;
  • French as an asset;
  • Easy going, willingness to learn, client oriented & sense of detail.
What's on Offer
Our client offers a 100% permanent contract within a growing, dynamic and human-sized environment based in Geneva and Luxembourg. Some remote work could be possible sometimes on the job.

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