Senior Relationship Manager

Altus Search Ltd; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Altus Search Ltd. in Geneva, Switzerland seeks a Senior Relationship Manager to support and advise existing high net-worth clients with a strategic private banking approach.

You will manage a client portfolio and coordinate wealth management activities to deliver tailored solutions. You should have a background in private banking, relationship management or investment banking, with proven ability to handle daily interactions with high net-worth individuals and excellent communication across all

Qualifikationen

• Experience in private banking or wealth management.
• Strong relationship management with high net-worth individuals.
• Excellent communication and interpersonal skills across all levels of business.

Aufgaben

• Maintain a portfolio of clients.
• Build relationships and attract new high net-worth clients to private banking and wealth management.
• Ensure wealth structuring and service systems are in place.
• Provide advice to high-net-worth individuals, senior management and staff.
• Manage relationships with clients, investment managers and senior colleagues.
• Prepare business reports for distribution to investment management.
• Manage risks in line with regulatory standards.
• Monitor competition and market activity; provide updates and analyses.

Jobbeschreibung

Our client is looking for a Senior Relationship Manager to provide support, advice, and a strategic approach to existing high net-worth clients. The individual would manage a portfolio and offer private banking services.

Duties Include:

• To have a portfolio of clients.
• To be able to build strong relationships and attract new clients with private banking and wealth management needs to the group.
• Ensure that efficient service and wealth structuring systems are in place.
• Provide advice to the 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.
• Provide clients all the updated market information and conduct an analysis based on the information obtained.

The preferred candidate will ideally have a private banking, relationship management and investment banking background and demonstrate an understanding of how to deal with high net-worth individuals on a daily basis. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.