Relationship Manager - Wealth Management - Romandie

BNP Paribas in Switzerland

Lancy

Hybrid

CHF 180.000 - 260.000

Vollzeit

Vor 3 Tagen
Sei unter den ersten Bewerbenden
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Zusammenfassung

BNP Paribas in Switzerland is seeking a senior wealth management professional in Geneva to lead an extensive client book and drive growth across the Swiss market. You will coordinate cross‑functional initiatives with Investment Banking and Asset Management while ensuring strict compliance and client-centric service.

The role requires a university degree in finance/economics/business, 5+ years of progressive wealth/ private banking experience, and fluency in French with strong English.

Qualifikationen

  • University degree in finance/economics/business required.
  • ≥5 years progressive experience in wealth, private, corporate or investment banking with an independent book.
  • CFA/CPA a plus.

Aufgaben

  • Design and execute acquisition strategies to grow the client base and business volumes.
  • Own end‑to‑end management of a wealth management client book, ensuring compliance, KYC and risk standards.
  • Conduct portfolio reviews and propose integrated solutions with Investment Banking, Asset Management, etc., while driving cross‑selling opportunities.
  • Control asset, revenue and expense budgets, and strive to exceed performance targets.
  • Maintain top‑tier client satisfaction, resolve complex issues, and provide feedback to product and operations teams.
  • Coach junior RMs and lead client presentations and knowledge‑sharing initiatives.

Kenntnisse

Wealth management
Business development
Leadership
Analytical skills
Client relationship management
Cross-selling
Project management

Ausbildung

University degree in finance/economics/business
CFA/CPA a plus

Jobbeschreibung

About The Job
Overview of the position

You will be joining the Wealth Management department in Geneva with a permanent contract. Our building is located next to station Lancy-Pont-Rouge. This position requires a Swiss residency up-on the start of the position.

Overview Of The Team
  • Join a high‑performing wealth management team with deep, trusted relationships across the Swiss market and who are recognised as experts in wealth management, local regulations and client centric solutions with a proven track record.
  • Each member brings extensive knowledge of the Swiss private banking landscape - from family office dynamics to the needs of expatriates and local high net worth clients alike.
  • Collaborative environment that mentors junior RMs and shares best‑practice insights.
KEY RESPONSIBILITIES

Your main responsibilities in this role:

  • Business Development: Design and execute acquisition strategies, lead high‑impact marketing, and drive growth (new clients, new business volumes, etc.).
  • Portfolio Leadership: Own end‑to‑end management of a wealth management client book, ensuring compliance, KYC and risk standards.
  • Cross‑Selling & Advisory: Conduct portfolio reviews, propose integrated solutions with Investment Banking, Asset Management, etc., and champion cross‑selling opportunities.
  • Profitability Management: Control asset, revenue and expense budgets, exceeding performance targets.
  • Service Excellence: Maintain top‑tier client satisfaction, resolve complex issues, and provide feedback to product and operations teams.
  • Team Leadership: Coach junior RMs, lead client presentations and internal knowledge‑sharing initiatives.

You will work in a dynamic, multicultural and international environment. There are hybrid/remote work options depending on role and department.

Profile & Skills
  • Experience level:
    • University degree in finance/economics/business; CFA/CPA a plus.
    • ≥5years progressive experience in wealth, private, corporate or investment banking with a proven independent book of business.
  • Education level:
    • University degree in finance/economics/business; CFA/CPA a plus.
  • Language skills:
    • Fluent French (native level) and strong English; additional languages advantageous.
  • Skills and competencies:
    • Demonstrated leadership, integrity and alignment with BNPParibas values of diversity, equity, inclusion and ethical conduct.
    • Advanced analytical/quantitative ability for financial modelling and risk assessment.
    • Deep knowledge of wealth management, credit, investment and asset management products.
    • Proven track record designing high‑impact marketing & sales programs, managing sizable pipelines and consistently beating revenue/asset‑growth targets while upholding compliance.
    • Strong Swiss market network and ability to convert relationships into sustainable growth.
    • Project management expertise to lead cross‑functional initiatives.
Why the Role Matters

Drive the engine of growth by attracting, retaining and expanding high‑quality client relationships, directly supporting BNPParibas’ strategic ambition to strengthen its presence in Swiss domestic market.

WHY JOIN BNP PARIBAS?
About BNP Paribas Switzerland

BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us on BNP Paribas in Switzerland.

READY TO MAKE A DIFFERENCE

At BNP Paribas, we support the real economy and enable transformation through our diversified and integrated model. Guided by a simple principal to make a lasting impact.

  • Our strength lies in our foundations : responsible, rigorous, ethical
  • Our energy comes from our collective commitment: engaged teams, ready to take on ambitious challenges worldwide.
  • Our focus: concrete, measurable impact, powered by tech.
Ethics, at the heart of our recruitment

We ensure that every candidate acts with integrity. The information provided (CV, identity, previous professional experiences) may be verified at any point in the process.

Diversity, Equality, and Inclusion are at the heart of our values, and we welcome all talent without distinction. In a changing world, diversity, equity and inclusion are key values for the well‑being and the good performance of teams. Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.

NB: all terminologies apply in both the feminine and the masculine.

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