UHNW Private Banking Relationship Manager

Michael Page International; Genf; Hybrid; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Michael Page International in Genève is seeking a Senior Assistant RM/Account Manager to manage a portfolio of UHNW/HNW clients, delivering exceptional service and deepening client relationships in a private banking context.

The role emphasizes execution excellence, responsiveness, and meticulous attention to detail, supporting sophisticated clients across wealth management and family office topics within a trusted advisor framework.

Qualifikationen

• Significant experience in private banking, wealth management, external asset management, or family office environments.
• Proven track record in client coverage and relationship management.
• May have started as a senior assistant, client advisor assistant, or client service professional before transitioning to client-facing roles.
• Strong understanding of investment portfolios and wealth management concepts.
• Comfortable discussing portfolio performance and allocations with sophisticated clients.
• Highly organized, responsible, and execution-oriented.
• Service-driven and client-centric with excellence mindset.
• Strong follow-through and ability to manage multiple priorities.
• Team player with a collaborative and humble approach.
• Entrepreneurial sense of ownership and accountability for client relationships.
• Hebrew language preferred; English fluent; French advantageous.

Aufgaben

• Act as the primary point of contact for a portfolio of UHNW and HNW clients.
• Build trusted, long-term relationships through proactive client coverage.
• Understand each client's overall financial situation, investment portfolio, objectives, and family requirements.
• Conduct regular client meetings and portfolio reviews with clear guidance on positioning and performance.
• Coordinate with internal and external stakeholders to ensure timely execution of requests.
• Anticipate client needs and resolve issues proactively.
• Deliver outstanding service and responsiveness at all times.
• Ensure all client matters are followed through with high attention to detail.
• Support clients across wealth management, investments, and family office topics.
• Maintain professionalism, discretion, and confidentiality.

Kenntnisse

Relationship management

Client coverage

Attention to detail

Organizational skills

Service orientation

Multi-priority management

Team collaboration

Entrepreneurial ownership

Hebrew speaker

English fluent

Jobbeschreibung

Michael Page International in Genève is seeking a Senior Assistant RM/Account Manager to manage a portfolio of UHNW/HNW clients, delivering exceptional service and deepening client relationships in a private banking context.

The role emphasizes execution excellence, responsiveness, and meticulous attention to detail, supporting sophisticated clients across wealth management and family office topics within a trusted advisor framework.