Senior Private Banking Relationship Manager - HNW/UHNW

SAM International GmbH; Genf; On-site; CHF 180,000 - 240,000; Full time

Benefits offered by this job

Entrepreneurial private banking group

Integrated wealth platform

International environment in Geneva

Transparent compensation aligned with绩

Market-leading compensation structure

Job summary

SAM International GmbH in Geneva seeks an experienced Relationship Manager for its Wealth Management team. You will develop and manage a portfolio of HNW/UHNW clients, delivering tailored wealth management and advisory solutions while driving growth through new client acquisition and asset gathering.

You will coordinate with investment advisors, asset management, and family office teams, ensuring client service excellence and strict regulatory compliance in a dynamic, international Geneva

Qualifications

• Minimum 7 years of RM/private banking experience.
• Proven track record of acquiring and managing HNW/UHNW clients.
• Strong knowledge of investment products and financial markets.
• Fluency in English; additional languages a plus.
• University degree in finance, economics, business; CWMA/CFA a plus.

Responsibilities

• Develop, manage and grow a portfolio of HNW/UHNW clients.
• Acquire new clients and assets through networks and referrals.
• Propose tailored investment strategies with investment advisory and asset management teams.
• Conduct regular portfolio reviews ensuring risk alignment with objectives.
• Ensure FINMA, AML/KYC compliance across the client lifecycle.
• Maintain accurate CRM records and collaborate with internal stakeholders.

Skills

Relationship management

Private banking

Wealth management

Client acquisition

Portfolio review

Education

University degree in finance/economics/business

CWMA/CFA or equivalent

Tools

CRM systems

Job description

SAM International GmbH in Geneva seeks an experienced Relationship Manager for its Wealth Management team. You will develop and manage a portfolio of HNW/UHNW clients, delivering tailored wealth management and advisory solutions while driving growth through new client acquisition and asset gathering.

You will coordinate with investment advisors, asset management, and family office teams, ensuring client service excellence and strict regulatory compliance in a dynamic, international Geneva