Elite Private Banking Relationship Manager

Altus Search Ltd; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Altus Search Ltd. in Geneva, Switzerland seeks a Senior Relationship Manager to support and advise existing high net-worth clients with a strategic private banking approach.

You will manage a client portfolio and coordinate wealth management activities to deliver tailored solutions. You should have a background in private banking, relationship management or investment banking, with proven ability to handle daily interactions with high net-worth individuals and excellent communication across all

Qualifikationen

• Experience in private banking or wealth management.
• Strong relationship management with high net-worth individuals.
• Excellent communication and interpersonal skills across all levels of business.

Aufgaben

• Maintain a portfolio of clients.
• Build relationships and attract new high net-worth clients to private banking and wealth management.
• Ensure wealth structuring and service systems are in place.
• Provide advice to high-net-worth individuals, senior management and staff.
• Manage relationships with clients, investment managers and senior colleagues.
• Prepare business reports for distribution to investment management.
• Manage risks in line with regulatory standards.
• Monitor competition and market activity; provide updates and analyses.

Jobbeschreibung

Altus Search Ltd. in Geneva, Switzerland seeks a Senior Relationship Manager to support and advise existing high net-worth clients with a strategic private banking approach.

You will manage a client portfolio and coordinate wealth management activities to deliver tailored solutions. You should have a background in private banking, relationship management or investment banking, with proven ability to handle daily interactions with high net-worth individuals and excellent communication across all