Relationship Manager - Hunter

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

• Fast-growing independent Swiss investment firm with wealth management platform
• Open architecture and access to differentiated investment solutions

About Our Client

Our client is an independent Swiss investment firm combining Wealth Management, Asset Management and specialist investment capabilities.

Operating from Geneva and other international financial centres, the firm has developed a differentiated investment platform combining independent wealth management, open architecture and access to specialist investment solutions.

The Wealth Management business provides discretionary, advisory and portfolio supervision solutions to private clients and families, working alongside established custodian banks.

The organisation combines the infrastructure and investment expertise of an established regulated investment manager with the agility, direct access to decision-makers and entrepreneurial culture of an independent firm.

This represents a particularly attractive environment for experienced Relationship Managers who want greater autonomy, flexibility and participation in the development of a growing wealth management franchise.

Job Description

• 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 directly to the continued expansion of the Wealth Management business.
• Advise clients on portfolio construction, asset allocation and investment solutions according to their objectives and risk profile.
• Deliver tailored discretionary and advisory wealth management solutions within an open-architecture environment.
• Leverage the firm's broader investment capabilities to provide differentiated solutions to sophisticated private clients.
• Build long-term relationships with entrepreneurs, families, family offices and other private wealth clients.
• Work closely with Investment Management, Product, Compliance and senior management to deliver high-quality client solutions.
• Contribute actively to the development of new markets and the strategic growth of the Wealth Management franchise.

The Successful Applicant

• Senior Relationship Manager / Private Banker with a strong track record in Swiss private banking, wealth management or an independent asset management environment.
• Established network of HNW/UHNW clients and demonstrated ability to originate and develop client relationships.
• Existing client portfolio / network representing a minimum potential of approximately CHF 50 million in assets.
• Strong hunter mentality with a proven ability to generate net new money and build a client franchise.
• Excellent understanding of investment products, portfolio construction and the expectations of sophisticated private clients.
• Entrepreneurial, commercially driven and comfortable operating with significant autonomy.
• Strong interpersonal skills, credibility and the ability to develop trusted long-term relationships with private clients.
• International mindset and established exposure to one or several relevant client markets.
• Fluent English; additional languages are a strong advantage.
• Based in, or willing to operate from, Geneva.

What's on Offer

• A genuine entrepreneurial opportunity within a growing independent Swiss investment firm.
• Significant autonomy to develop and manage your own HNW/UHNW client franchise.
• Direct access to senior management and a short decision-making structure.
• Open-architecture wealth management rather than a traditional product-driven banking model.
• Access to differentiated investment expertise across wealth management, private debt, trade finance and fixed income.
• An international platform with a presence across key financial centres.
• Highly attractive performance-based compensation aligned with business generation.
• The opportunity to play a visible role in the continued development of the firm's Wealth Management business.