Senior Relationship Manager - Geneva

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Description

Title: Senior Relationship Manager/ Private Banker
Contract type: Permanent
Salary: Competitive
Location: Geneva

FINCO Search is proud to be working with an established private bank that has been operating for over 100 years now. We are searching for a Senior Relationship Manager who has a strong network of private HNW individuals within the Eastern Europe region. This is a company where hard work is recognised and rewarded.

Duties & Responsibilities:

• Working as a part of a growing team in Geneva focusing on targeting wealthy (HNW) individuals in the Eastern Europe region
• Working on various ways to expand your network within the Eastern Europe region, through marketing tactics, networking plans, client meetings
• Providing tailor-made investment advice to HNW clients regularly, constructing financial plans for them as well as offering them investment solutions that the bank can offer.
• Maintaining your existing relationships within the Eastern Europe region
• Travelling to meet with clients regularly
• Working alongside other internal departments on customer due diligence, compliance and financial crime matters
• Reporting any suspicious activities to your line manager in relation to your clients
• Regularly working on building your existing book of HNW/UHNW individuals
• Working closely with other team members to focus on area’s and regions to target

Experience:

• 8+ years’ worth of experience as a Private banker is essential
• Proven track record of building on your existing book of business and AUM within the Eastern Europe region
• Travelling to meet with clients regularly to maintain existing relationships and build rapport
• An existing book of business which includes HNW/UHNW individuals in the Eastern Europe region is essential
• A hunter approach to building new relationships is essential
• Fluency in English, German and French is required
• Sound Financial regulatory knowledge within the Eastern Europe region
• Knowledge of investment products a private bank can offer
• Ability to work closely with other members of the team on various projects, marketing strategies, and target areas.

Please contact Raveena Gill:
Email:
Tel: +44 (phone number removed)
  • 1
  • Negotiable
  • None
  • None
  • CV-82406
  • Permanent
  • 0

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