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:
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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.
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Proactively acquire new clients and assets under management through personal networks, referrals, and the bank's broader business development initiatives.
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Design and propose tailored investment strategies and solutions in coordination with the bank's investment advisory, asset management, and family office teams.
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Conduct regular portfolio reviews with clients, ensuring alignment with their risk profile, investment objectives, and evolving needs.
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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.
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Maintain accurate and up-to-date client documentation and CRM records.
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Collaborate closely with internal stakeholders, including investment advisors, credit officers, legal/compliance, and operations, to ensure seamless client service delivery.
Candidate Profile:
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Minimum approx. 7 years of experience as a Relationship Manager or similar client-facing role within private banking or wealth management.
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Demonstrated track record of acquiring and managing HNW/UHNW client relationships and growing assets under management in Europe, Asia, MENA, LATAM or the US.
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Strong knowledge of investment products, wealth structuring, and financial markets.
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Solid understanding of Swiss regulatory and compliance requirements (FINMA, AML/KYC, cross-border regulations) a plus (training/certification is offered by the bank).
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Existing network of private clients and/or intermediaries.
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University degree in finance, economics, business administration, or a related field; relevant certifications (e.g., CWMA, CFA, or equivalent) are a plus.
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Fluency in English is required; additional languages a plus
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Excellent interpersonal, negotiation, and relationship-building skills, with a client-centric and entrepreneurial mindset.
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High personal integrity and discretion, in line with the standards expected in private banking.
What is offered:
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The opportunity to work within an entrepreneurial, agile private banking group backed by a major international banking partner.
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Access to a comprehensive and integrated platform spanning wealth management, family office, corporate finance, and asset management.
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A collaborative, international working environment based in Geneva.
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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.
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