Relationship Manager En/es Farmer & Hunter

Genf, Switzerland

Job Description

\\n \\n We are seeking an experienced and dynamic Relationship Manager to join a Private Banking division. This is a hybrid role combining both farmer (client relationship management) and hunter (business development) responsibilities. The ideal candidate will be fluent in English and Spanish (Hebrew is a plus) and possess a strong ability to manage and grow a portfolio of high-net-worth clientsResponsabilities :
  • Client Relationship Management: Develop, nurture, and maintain long-term relationships with existing high-net-worth clients, ensuring exceptional service and personalized financial solutions.
  • Business Development: Identify and acquire new high-net-worth clients through networking, referrals, and proactive market engagement.
  • Financial Advisory: Provide tailored investment advice, wealth management solutions, and financial planning based on clients\\\' objectives and risk profiles.
  • Cross-Selling: Promote and offer a wide range of banking products, including investments, credit solutions, and estate planning, to maximize client engagement and satisfaction.
  • Market Research: Stay up to date with financial markets, economic trends, and regulatory changes to offer informed and strategic advice.
  • Risk Management & Compliance: Ensure strict adherence to regulatory requirements, internal policies, and risk management protocols.
  • Collaboration: Work closely with internal teams, including investment specialists, compliance, and credit analysts, to deliver comprehensive financial solutions.
Profile :
  • Languages: Fluency in English and Spanish (Hebrew is a plus).
  • Experience: Minimum of [X] years in private banking, wealth management, or a related field.
  • Client Portfolio Management: Proven track record in managing and growing a high-net-worth client portfolio.
  • Business Development Acumen: Strong ability to identify, attract, and onboard new clients.
  • Financial Expertise: Solid knowledge of investment products, financial planning, and risk management.
  • Regulatory Knowledge: Familiarity with international banking regulations, compliance requirements, and KYC procedures.
  • Communication & Interpersonal Skills: Strong ability to build trust, negotiate effectively, and provide exceptional client service.
  • Analytical Skills: Ability to assess client needs and market trends to develop strategic financial solutions.
  • Technology Proficiency: Comfortable with digital banking tools, CRM systems, and financial analysis software.
#LI-Hybrid\\n \\n \\n \\n \\n \\n

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Job Detail

  • Job Id
    JD1642788
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Genf, Switzerland
  • Education
    Not mentioned