About the role
Position Summary:
We are seeking an experienced Relationship Manager to join our Wealth Management team in Geneva. The successful candidate will be responsible for developing and managing a portfolio of HNW and UHNW clients, delivering tailored wealth management and advisory solutions, and contributing to the bank's growth through new client acquisition and asset gathering.
Key Responsibilities:
Develop, manage, and grow a portfolio of HNW/UHNW private clients, acting as their primary point of contact for all banking and wealth management needs.
Proactively acquire new clients and assets under management through personal networks, referrals, and the bank's broader business development initiatives.
Design and propose tailored investment strategies and solutions in coordination with the bank's investment advisory, asset management, and family office teams.
Conduct regular portfolio reviews with clients, ensuring alignment with their risk profile, investment objectives, and evolving needs.
Ensure full compliance with FINMA regulations, internal policies, and KYC/AML requirements throughout the client relationship lifecycle, including onboarding, periodic due diligence, and risk classification.
Maintain accurate and up-to-date client documentation and CRM records.
Collaborate closely with internal stakeholders, including investment advisors, credit officers, legal/compliance, and operations, to ensure seamless client service delivery.
Candidate Profile:
Minimum approx. 7 years of experience as a Relationship Manager or similar client-facing role within private banking or wealth management.
Demonstrated track record of acquiring and managing HNW/UHNW client relationships and growing assets under management in Europe, Asia, MENA, LATAM or the US.
Strong knowledge of investment products, wealth structuring, and financial markets.
Solid understanding of Swiss regulatory and compliance requirements (FINMA, AML/KYC, cross-border regulations) a plus (training/certification is offered by the bank).
Existing network of private clients and/or intermediaries.
University degree in finance, economics, business administration, or a related field; relevant certifications (e.g., CWMA, CFA, or equivalent) are a plus.
Fluency in English is required; additional languages a plus
Excellent interpersonal, negotiation, and relationship-building skills, with a client-centric and entrepreneurial mindset.
High personal integrity and discretion, in line with the standards expected in private banking.
What is offered:
The opportunity to work within an entrepreneurial, agile private banking group backed by a major international banking partner.
Access to a comprehensive and integrated platform spanning wealth management, family office, corporate finance, and asset management.
A collaborative, international working environment based in Geneva.
Market leading and transparent compensation structure aligned with individual and team performance.
If you have any qurstion, please apply with the button on this page.
Find more English Speaking Jobs in Switzerland on Arbeitnow
We are seeking an experienced Relationship Manager to join our Wealth Management team in Geneva. The successful candidate will be responsible for developing and managing a portfolio of HNW and UHNW clients, delivering tailored wealth management and advisory solutions, and contributing to the bank's growth through new client acquisition and asset gathering.
Key Responsibilities:
Develop, manage, and grow a portfolio of HNW/UHNW private clients, acting as their primary point of contact for all banking and wealth management needs.
Proactively acquire new clients and assets under management through personal networks, referrals, and the bank's broader business development initiatives.
Design and propose tailored investment strategies and solutions in coordination with the bank's investment advisory, asset management, and family office teams.
Conduct regular portfolio reviews with clients, ensuring alignment with their risk profile, investment objectives, and evolving needs.
Ensure full compliance with FINMA regulations, internal policies, and KYC/AML requirements throughout the client relationship lifecycle, including onboarding, periodic due diligence, and risk classification.
Maintain accurate and up-to-date client documentation and CRM records.
Collaborate closely with internal stakeholders, including investment advisors, credit officers, legal/compliance, and operations, to ensure seamless client service delivery.
Candidate Profile:
Minimum approx. 7 years of experience as a Relationship Manager or similar client-facing role within private banking or wealth management.
Demonstrated track record of acquiring and managing HNW/UHNW client relationships and growing assets under management in Europe, Asia, MENA, LATAM or the US.
Strong knowledge of investment products, wealth structuring, and financial markets.
Solid understanding of Swiss regulatory and compliance requirements (FINMA, AML/KYC, cross-border regulations) a plus (training/certification is offered by the bank).
Existing network of private clients and/or intermediaries.
University degree in finance, economics, business administration, or a related field; relevant certifications (e.g., CWMA, CFA, or equivalent) are a plus.
Fluency in English is required; additional languages a plus
Excellent interpersonal, negotiation, and relationship-building skills, with a client-centric and entrepreneurial mindset.
High personal integrity and discretion, in line with the standards expected in private banking.
What is offered:
The opportunity to work within an entrepreneurial, agile private banking group backed by a major international banking partner.
Access to a comprehensive and integrated platform spanning wealth management, family office, corporate finance, and asset management.
A collaborative, international working environment based in Geneva.
Market leading and transparent compensation structure aligned with individual and team performance.
If you have any qurstion, please apply with the button on this page.
Find more English Speaking Jobs in Switzerland on Arbeitnow
Requirements
- Private Banking