Job Title: Senior Relationship Manager - Swiss Onshore Market
Company Overview: Our client is a well-established Multi Family Office based in Geneva, Switzerland. They specialize in providing comprehensive wealth management services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). As part of their growth strategy, they are seeking an experienced Senior Relationship Manager to join their wealth management department.
Job Description: As a Senior Relationship Manager, you will play a crucial role in managing and growing the client portfolio within the Swiss-Onshore market. Here are the key responsibilities:
Client Relationship Management:
- Develop and maintain strong relationships with existing clients.
- Understand their financial needs, goals, and risk tolerance.
- Provide personalised advice and solutions tailored to individual clients.
Business Development:
- Identify new business opportunities within the Swiss-Onshore market.
- Proactively engage with prospects and convert them into clients.
- Collaborate with the investment advisory and portfolio management teams to deliver comprehensive solutions.
Portfolio Management:
- Oversee investment portfolios, ensuring alignment with clients' objectives.
- Monitor market trends and adjust investment strategies as needed.
- Execute trades across various asset classes.
Compliance and Documentation:
- Ensure compliance with regulatory requirements.
- Prepare necessary documentation for client meetings, account openings, and reviews.
- Conduct KYC (Know Your Customer) processes.
Qualifications:
- Minimum 5 years of experience as a Relationship Manager or Senior Relationship Manager.
- Strong knowledge of Swiss financial markets, products, and services.
- Proven track record in managing HNWI/UHNWI clients.
- Excellent communication and interpersonal skills.
- Fluent in English; additional languages (such as French or German) are a plus.
