A financial institution that offers personalized banking, investment, and wealth management services to high-net-worth individuals (HNWIs) and families is seeking a Senior Relationship Manager
VOS RESPONSABILITÉS
- Develop, build, and maintain relationships with high-net-worth clients by understanding their financial objectives and providing tailored wealth management solutions.
- Identify opportunities to deepen existing client relationships and expand the client base, driving revenue growth through new business development.
- Develop your own network for client acquisition, meet with prospects and clients, prepare for client meetings, and manage follow-up actions.
- Deliver exceptional service to clients by responding promptly to inquiries and proactively addressing their needs.
- Analyze portfolio positions, prepare performance evaluations, and develop investment proposals aligned with clients' objectives, assets, and investment strategies.
- Ensure knowledge of and adherence to compliance and cross-border rules, maintaining compliance with local laws, regulatory requirements, and internal guidelines.
- Stay informed about economic and monetary developments, as well as market, company, and sector performance, to provide informed advice and improve service quality.
VOTRE PROFIL
- Minimum of 10 years in Private Banking as a Relationship Manager.
- Degree in finance, economics, or a similar field. A post-graduate qualification such as CFA is ideal. Valid certification as a Client Advisor (CWMA) is required.
- Proven business development experience in Private Banking, with a track record of developing new client relationships and sales success. Strong understanding of investments, banking, and trust concepts, including asset allocation, managed portfolios, brokerage accounts, and portfolio reviews.
- Independent, agile, enthusiastic, initiative-driven, and service-oriented. Excellent interpersonal, negotiation, and influencing skills. High degree of personal integrity, entrepreneurial spirit, and innovative mindset.
- Excellent knowledge of English and French or German. Additional languages are a strong asset.
- Valid working permit for Switzerland.
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