Relationship Manager

SAM International; Genf; Vor Ort; CHF 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Market-leading compensation

International environment

Zusammenfassung

SAM International in Geneva is seeking an experienced Relationship Manager to join our Wealth Management team. You will develop and manage a portfolio of HNW/UHNW clients, delivering tailored wealth guidance and advisory solutions while contributing to growth through new client acquisition.

The role requires deep knowledge of investment products, Swiss regulatory awareness (FINMA/KYC), and an entrepreneurial mindset.

Qualifikationen

• Minimum 7 years as Relationship Manager or similar client-facing role in private banking or wealth management.
• Proven track record of acquiring and managing HNW/UHNW client relationships and growing assets.
• Strong knowledge of investment products, wealth structuring, and financial markets.
• Solid understanding of Swiss regulatory requirements (FINMA, AML/KYC) a plus.
• University degree in finance, economics, business or related field; CWMA/CFA a plus.
• Fluency in English; additional languages a plus.

Aufgaben

• Develop, manage, and grow a portfolio of HNW/UHNW private clients as their primary contact.
• Acquire new clients and assets under management through personal networks and referrals.
• Design and propose tailored investment strategies in coordination with advisory and asset management teams.
• Conduct regular portfolio reviews aligned with risk profiles and objectives.
• Ensure compliance with FINMA, KYC/AML, and cross-border regulations throughout the lifecycle.
• Maintain accurate CRM records and collaborate with investment, credit, legal/compliance, and operations.

Kenntnisse

Relationship management

New client acquisition

Wealth management

English fluency

Interpersonal skills

Negotiation

Integrity and discretion

Ausbildung

University degree in finance or related field

CWMA/CFA certification a plus

Tools

CRM systems

Jobbeschreibung

Our client, one of the largest European banks having their WM operations in Geneva and Zurich, is looking for a Relationship Manager to join the team in Geneva.

Position Summary:

We are seeking an experienced Relationship Manager to join our Wealth Management team in Geneva. The successful candidate will be responsible for developing and managing a portfolio of HNW and UHNW clients, delivering tailored wealth management and advisory solutions, and contributing to the bank's growth through new client acquisition and asset gathering.

Key Responsibilities:

• Develop, manage, and grow a portfolio of HNW/UHNW private clients, acting as their primary point of contact for all banking and wealth management needs.
• Proactively acquire new clients and assets under management through personal networks, referrals, and the bank's broader business development initiatives.
• Design and propose tailored investment strategies and solutions in coordination with the bank's investment advisory, asset management, and family office teams.
• Conduct regular portfolio reviews with clients, ensuring alignment with their risk profile, investment objectives, and evolving needs.
• Ensure full compliance with FINMA regulations, internal policies, and KYC/AML requirements throughout the client relationship lifecycle, including onboarding, periodic due diligence, and risk classification.
• Maintain accurate and up-to-date client documentation and CRM records. li>
• Collaborate closely with internal stakeholders, including investment advisors, credit officers, legal/compliance, and operations, to ensure seamless client service delivery.

Candidate Profile:

• Minimum approx. 7 years of experience as a Relationship Manager or similar client-facing role within private banking or wealth management.
• Demonstrated track record of acquiring and managing HNW/UHNW client relationships and growing assets under management in Europe, Asia, MENA, LATAM or the US.
• Strong knowledge of investment products, wealth structuring, and financial markets.
• Solid understanding of Swiss regulatory and compliance requirements (FINMA, AML/KYC, cross-border regulations) a plus (training/certification is offered by the bank).
• Existing network of private clients and/or intermediaries.
• University degree in finance, economics, business administration, or a related field; relevant certifications (e.g., CWMA, CFA, or equivalent) are a plus.
• Fluency in English is required; additional languages a plus
• Excellent interpersonal, negotiation, and relationship-building skills, with a client-centric and entrepreneurial mindset.
• High personal integrity and discretion, in line with the standards expected in private banking.

What is offered:

• The opportunity to work within an entrepreneurial, agile private banking group backed by a major international banking partner.
• Access to a comprehensive and integrated platform spanning wealth management, family office, corporate finance, and asset management.
• A collaborative, international working environment based in Geneva.
• Market leading and transparent compensation structure aligned with individual and team performance.