Executive Relationship Leader – External Asset Management (HNW)

Altus Search Ltd; Genf; On-site; CHF 140,000 - 240,000; Full time

Job summary

Altus Search Ltd in Geneva is seeking a Senior Relationship Manager focusing on External Asset Management to lead client relationships with high-net-worth individuals.

You will attract and service private banking clients, manage portfolios, provide strategic advice, and collaborate with investment managers and senior colleagues to enhance business performance. You will also prepare market analyses and contribute to client reporting.

Responsibilities

• Build strong relationships and attract new private banking and wealth management clients.
• Hold an existing portfolio of clients.
• Ensure efficient service and wealth structuring systems.
• Provide advice to high-net-worth individuals, senior management, and support staff.
• Manage the relationship with clients, investment managers, and senior colleagues.
• Prepare business reports which can be distributed to the investment management.
• Manage risks in a timely manner by following the firm's and external regulatory standards.
• Be abreast of competition, market, and client activities in Switzerland.
• Provide clients with all the updated market information and conduct an analysis based on the information obtained.

Job description

Altus Search Ltd in Geneva is seeking a Senior Relationship Manager focusing on External Asset Management to lead client relationships with high-net-worth individuals.

You will attract and service private banking clients, manage portfolios, provide strategic advice, and collaborate with investment managers and senior colleagues to enhance business performance. You will also prepare market analyses and contribute to client reporting.