Private Banker / Relationship Manager – HNWI (m/f)

thehappyrecruiter; Genf; Vor Ort; CHF 180.000 - 360.000; Vollzeit

Zusammenfassung

Confidential Wealth Manager is expanding its private client team in Geneva. The firm seeks professionals who can manage and grow an existing private client portfolio and attract additional assets through trusted networks.

Candidates may range from experienced private bankers to retirees seeking entrepreneurial opportunities, with a focus on international client relationships across Europe, Africa and Latin America.

Qualifikationen

• Proven experience in private banking, wealth management or related financial services.
• Existing private client portfolio with €30-60 million AUM.
• Ability to mobilise €20-30 million in additional client assets.
• Entrepreneurial mindset and interest in independent wealth management.
• Established relationships with HNWIs and families.
• Willingness to operate outside large private banking institutions.

Aufgaben

• Manage and develop an existing portfolio of high-net-worth and ultra-high-net-worth clients.
• Build and maintain long-term client relationships based on trust, discretion and personalised service.
• Identify opportunities to attract additional assets under management through established client relationships and professional networks.
• Develop new business and contribute to the growth of the firm's private client portfolio.
• Build relationships with professional introducers and strategic partners.
• Introduce qualified prospective clients to the firm where the role is structured as a business introducer or referral partnership.
• Develop international client relationships, particularly across Europe, Africa and Latin America.
• Ensure compliance with applicable regulations, internal policies and professional standards.

Kenntnisse

Private banking

Relationship management

Business development

Entrepreneurial mindset

Jobbeschreibung

Our client is an independent wealth management firm seeking professionals who can contribute to the development of its private client business.

We are looking for individuals with an existing private client portfolio and the ability to generate additional assets under management. We are open to different levels of seniority, provided candidates have an established client base and credible business development potential.

This opportunity may appeal to experienced private bankers seeking a more entrepreneurial environment, junior relationship managers who would prefer to develop their careers outside a large private banking institution, or senior professionals and retirees interested in continuing to generate business through client introductions.

An existing private client portfolio or an established network capable of generating qualified client introductions is essential.

Key responsibilities

Depending on the candidate's profile and preferred working arrangement, responsibilities may include:

• Manage and develop an existing portfolio of high-net-worth and ultra-high-net-worth clients.
• Build and maintain long-term client relationships based on trust, discretion and personalised service.
• Identify opportunities to attract additional assets under management through established client relationships and professional networks.
• Develop new business and contribute to the growth of the firm's private client portfolio.
• Build relationships with professional introducers and strategic partners.
• Introduce qualified prospective clients to the firm where the role is structured as a business introducer or referral partnership.
• Develop international client relationships, particularly across Europe, Africa and Latin America.
• Ensure compliance with applicable regulations, internal policies and professional standards.

Candidate profiles

1. Experienced Relationship Manager / Private Banker

• Proven experience in private banking, wealth management or a closely related financial services environment.
• An existing private client portfolio, ideally representing approximately € 30-60 million in assets under management (AUM).
• A credible ability to mobilise approximately € 20-30 million in additional client assets.
• Established relationships with HNWIs, entrepreneurs, families or other relevant private clients.
• An entrepreneurial mindset and an interest in joining an independent wealth management structure.

2. Junior Private Banker with an Existing Portfolio

• Experience in private banking or wealth management, even if at an earlier stage of their career.
• An existing private client portfolio and demonstrable potential to develop it further.
• A preference for a more entrepreneurial and personalised environment rather than pursuing a traditional career in a large private banking institution.
• Strong relationship management skills, commercial motivation and a long-term business development mindset.

3. Senior Private Banker, Late-Career Professional or Retired Banker

• A strong track record in private banking or wealth management.
• An established network of high-net-worth individuals and trusted client relationships.
• An interest in continuing professional activity without necessarily taking on a full-time operational role.
• The ability to identify and introduce qualified prospective clients through an appropriate business introducer or referral arrangement.

The candidate's actual portfolio size and ability to attract additional assets will be assessed individually.

This option may suit experienced professionals approaching retirement or already retired who wish to remain active in the wealth management industry by leveraging their network and relationships.

Any referral arrangement would be subject to applicable regulatory requirements, contractual restrictions and the firm's internal compliance policies.

Geographic focus

We are particularly interested in candidates with established client relationships or networks across:

• France and Belgium
• Spain and Portugal
• Africa, particularly South Africa
• Latin America, particularly Brazil

Candidates with international client relationships and the ability to develop cross-border business within the applicable regulatory framework will be of particular interest.

What the opportunity offers

• The opportunity to collaborate with an independent wealth management firm.
• An entrepreneurial environment and a personalised approach to client relationships.
• Different potential working arrangements depending on the candidate's experience, availability and commercial contribution.
• The possibility of a Relationship Manager position or, where appropriate, a business introducer arrangement.
• A compensation structure to be discussed confidentially, based on the profile, role and contribution to business development.

Confidentiality

This is a confidential recruitment assignment. Further information about the client will be shared at the appropriate stage of the recruitment process.

All discussions will be handled discreetly. Candidates must respect their existing contractual obligations, client confidentiality and applicable regulatory requirements regarding any potential transfer of client relationships or assets.