Autonomous HNW Wealth Manager – Open-Architecture

TalentCloud Group; Genf; Hybrid; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

TalentCloud Group is recruiting a Wealth Management Relationship Manager for Geneva or Zug (Hybrid). You will expand an ambitious Swiss wealth management business by developing and managing relationships with HNW/UHNW clients and offering discretionary portfolio guidance.

You will leverage an open-architecture platform to deliver tailored solutions and work with senior leadership to drive long-term growth in a dynamic, entrepreneurial environment.

Qualifikationen

• Existing HNW/UHNW client relationships or transferable portfolio.
• Proven ability to build trusted long-term client relationships.
• Experience in Private Banking, Wealth Management, Family Offices or Independent Asset Management.
• Strong understanding of financial markets and investment products.
• Professional English and French language skills desirable.

Aufgaben

• Develop, manage and grow relationships with HNW/UHNW clients.
• Advise clients on discretionary portfolio management and wealth management solutions.
• Grow Assets Under Management through existing relationships and new client acquisition.
• Work closely with investment professionals to deliver tailored investment solutions.
• Contribute to the growth of the Swiss Wealth Management business.

Kenntnisse

Relationship management

Private banking knowledge

Business development

Client advisory

Jobbeschreibung

TalentCloud Group is recruiting a Wealth Management Relationship Manager for Geneva or Zug (Hybrid). You will expand an ambitious Swiss wealth management business by developing and managing relationships with HNW/UHNW clients and offering discretionary portfolio guidance.

You will leverage an open-architecture platform to deliver tailored solutions and work with senior leadership to drive long-term growth in a dynamic, entrepreneurial environment.