This Swiss private bank and international asset manager is planning the recruitment of a new Swiss Relationship Manager to cover its network of high net worth clients around Lake Geneva.
The coverage region for the Swiss Relationship Manager
is to the North of Lake Geneva along the Swiss Rivera. Essentially this RM is tasked with expanding the banks product penetration amongst existing client of the banks – mainly High Net Worth Individuals and Families, and recruiting new customers to take advantage of the banks award winning platform and range of services.
This overall remit can be broken down into advising and mentoring the clients upon the latest range of investment solutions and how to optimize their tax exposures and liquid reserves. The core focus areas are mainly based around investing, pension optimization / legacy planning and providing bridging capital.
With regards to the recruitment of new clients, the bank is focused upon Swiss Tax residents who operate international businesses and work on a global basis. The bank sees its combination of local Swiss expertise and its international breadth of its offering is appealing to this demographic. The bank will provide leads to be converted and will assist new client acquisition with a full and comprehensive marketing, PR and networking program.
To be considered for this exciting and extremely well remuneration Swiss private banking job
you should fit the following profile:
- At least three years as a private banking RM or client facing investment adviser.
- You will have an extensive understanding of what makes up the modern balanced portfolio and how to construct one.
- You will have local knowledge of the Swiss and Geneva region.
- Having fluent French and English.
- An existing Swiss network of HNWIs you can leverage in this position.
Should you feel you are a good fit and the bank agrees, you can be assured of an outstanding wealth creation opportunity of your own.