Senior Relationship Manager
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Description de poste
For one of our clients, a leading Trust Company based in Geneva, we are looking for a
SENIOR RELATIONSHIP MANAGER
Job description
- Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services
- Act as the primary point of contact for clients and oversee the administration of complex structures
- Liaise with external advisors, including lawyers, tax advisors, investment managers and other professional intermediaries
- Participate in client and prospect meetings and contribute to the establishment of new trust and corporate structures
- Handle the day-to-day administration of trusts, companies and other entities, including incorporations, liquidations and the creation or termination of trusts
- Prepare corporate documentation, minutes, memoranda and documentation relating to specific transactions
- Manage the onboarding of new clients and ensure that all required KYC and CDD documentation is complete and compliant with internal procedures
- Coordinate bank account openings and maintain strong relationships with banks and other external partners
- Ensure that client structures and transactions comply with applicable governance, risk and compliance requirements
- Identify and escalate potential risks or risk trends to Senior Management when required
- Supervise and support junior team members, providing guidance on client matters and day-to-day activities
- Contribute to maintaining a high standard of client service across the portfolio
Required profile
- Solid experience in a Trust Officer / Relationship Manager position within a trust company, fiduciary or similar international environment
- Strong knowledge of trusts, companies and complex wealth structures
- Proven experience managing a portfolio of international private clients
- Good understanding of KYC, CDD, compliance and risk requirements applicable to trust and fiduciary activities
- Experience in the incorporation, administration and liquidation of corporate and trust structures
- Strong client relationship management skills and ability to interact confidently with HNW clients and professional advisors
- Ability to manage complex matters independently and take ownership of client relationships
- Previous experience supervising or mentoring junior team members is an advantage
- Excellent organisational skills, attention to detail and ability to manage multiple priorities
- Proactive, reliable and service-oriented personality
- Excellent communication and interpersonal skills
- Fluent English; additional languages are an asset
All files will be treated with the utmost confidentiality.
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