Our client is a growing Swiss independent Wealth Management which has established long-lasting relationships with prominent Swiss banks. Based in Geneva, it has strengthened its scope internationally since its creation in 1999. It favors the entrepreneurial spirit and offers flexible working solutions with long-term partnership opportunities. We have been mandated exclusively by our client to find a

Senior Relationship Manager (M/F)

Grow your client portfolio and shine internationally


Your responsibilities

Your main objective is to transfer an existing client portfolio of CHF 20-30 million in the best of time, and rapidly grow it while choosing whether to be involved in the wealth management part or delegate it to your team. Working flexibly towards defined prospective targets in key countries motivates you and keeps you going. Thanks to your profound knowledge of portfolio management and in-depth financial expertise (structured products, hedge funds, real estate, private equity, new investment themes), you are an added value for your partners and clients and maintain excellent relationships with them.

Your profile

You aim to become a partner within a boutique financial firm and have the ability to expand its coverage. You have a sound knowledge of global financial market solutions and a strong client portfolio willing to follow you, as well as excellent client relationship skills, communication and interpersonal skills. You bring with you 10-12 years of banking experience and proven track records of client acquisitions and growing revenues. You are familiar with the legal and regulatory aspects of your field, speak English or French and have the relevant financial educational and professional background needed for this function.
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