Autonomous UHNW Relationship Manager - Open Architecture

Michael Page (Switzerland); Genf; On-site; CHF 180,000 - 260,000; Full time

Benefits offered by this job

Open-architecture platform

Autonomy and direct access to senior管理

Job summary

Michael Page International is recruiting for a Senior Relationship Manager / Private Banker in Geneva. You will develop and manage a portfolio of private clients, originate relationships, drive net new money in a Swiss wealth management context, and work in an open-architecture environment.

The role offers autonomy, direct access to senior management, and a path to grow a wealth management franchise across entrepreneurs and family offices.

Qualifications

• Senior Relationship Manager / Private Banker with a strong track record in Swiss private banking, wealth management or independent asset management.
• Established network of HNW/UHNW clients and ability to originate and develop client relationships.
• Existing client portfolio / network representing a minimum potential of CHF 50 million in assets.
• Hunter mentality with ability to generate net new money and build a client franchise.
• Excellent understanding of investment products and portfolio construction.

Responsibilities

• Develop and manage a portfolio of HNW and UHNW private clients.
• Originate new client relationships through an established personal and professional network.
• Drive net new money and contribute to expansion of Wealth Management business.
• Advise clients on portfolio construction, asset allocation and investment solutions.
• Deliver tailored discretionary and advisory wealth management solutions within an open-architecture environment.
• Leverage firm’s investment capabilities to provide differentiated solutions.
• Build long-term relationships with entrepreneurs, families and family offices.
• Collaborate with Investment Management, Product, Compliance and senior management to deliver client solutions.
• Contribute to development of new markets and strategic growth of Wealth Management franchise.

Skills

Relationship management

Business development

Network building

Private banking

Job description

Michael Page International is recruiting for a Senior Relationship Manager / Private Banker in Geneva. You will develop and manage a portfolio of private clients, originate relationships, drive net new money in a Swiss wealth management context, and work in an open-architecture environment.

The role offers autonomy, direct access to senior management, and a path to grow a wealth management franchise across entrepreneurs and family offices.