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    Swiss-Onshore Relationship Manager - Geneva, Schweiz - Selby Jennings

    Selby Jennings
    Selby Jennings Geneva, Schweiz

    Gefunden in: beBee S2 CH - vor 4 Tagen

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    Job Title: Senior Relationship Manager - Swiss Onshore Market

    Company Overview: Our client is a well-established Multi Family Office based in Geneva, Switzerland. They specialize in providing comprehensive wealth management services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). As part of their growth strategy, they are seeking an experienced Senior Relationship Manager to join their wealth management department.

    Job Description: As a Senior Relationship Manager, you will play a crucial role in managing and growing the client portfolio within the Swiss-Onshore market. Here are the key responsibilities:

    1. Client Relationship Management:
      • Develop and maintain strong relationships with existing clients.
      • Understand their financial needs, goals, and risk tolerance.
      • Provide personalised advice and solutions tailored to individual clients.
    2. Business Development:
      • Identify new business opportunities within the Swiss-Onshore market.
      • Proactively engage with prospects and convert them into clients.
      • Collaborate with the investment advisory and portfolio management teams to deliver comprehensive solutions.
    3. Portfolio Management:
      • Oversee investment portfolios, ensuring alignment with clients' objectives.
      • Monitor market trends and adjust investment strategies as needed.
      • Execute trades across various asset classes.
    4. Compliance and Documentation:
      • Ensure compliance with regulatory requirements.
      • Prepare necessary documentation for client meetings, account openings, and reviews.
      • Conduct KYC (Know Your Customer) processes.

    Qualifications:

    • Minimum 5 years of experience as a Relationship Manager or Senior Relationship Manager.
    • Strong knowledge of Swiss financial markets, products, and services.
    • Proven track record in managing HNWI/UHNWI clients.
    • Excellent communication and interpersonal skills.
    • Fluent in English; additional languages (such as French or German) are a plus.
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