Senior Private Banking Relationship Manager French Clients

Altus Search Ltd; Genf; On-site; CHF 110,000 - 170,000; Full time

Job summary

Altus Search Ltd in Geneva is seeking a Senior Relationship Manager to focus on the French market, delivering strategic advisory and relationship leadership for high net-worth clients within private banking and wealth management.

You will grow the client base, manage portfolios, ensure excellent service standards, and coordinate with investment managers and senior colleagues, while providing market insights and ensuring compliance with regulatory requirements in Switzerland.

Responsibilities

• Build relationships and attract new private banking and wealth management clients.
• Maintain an existing client portfolio.
• 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 to focus on the French market, delivering strategic advisory and relationship leadership for high net-worth clients within private banking and wealth management.

You will grow the client base, manage portfolios, ensure excellent service standards, and coordinate with investment managers and senior colleagues, while providing market insights and ensuring compliance with regulatory requirements in Switzerland.