• n.c.
  • Geneva, Geneve, Switzerland Geneva Geneve CH
  • Permanent, Full time
  • Lotus Partners
  • 10 Jul 18 2018-07-10

Join a dynamic Investment team as a head of Advisory and Sales Management

For one of our client, a private bank based in Geneva, we are actively looking for a :


Job description :

Advisory Proposition :

•Contribute to the definition and governance of end to end Advisory Process

•Define, own and implement the End to End Advisory process for Switzerland and Luxembourg within the suitability framework, embedding respective country regulatory requirements and working with all client-facing representatives

•Drive the definition of the business requirements supporting Infrastructure and Digital developments

•Support deployment of the Global Advisory training by developing relevant content and skills-set learning outcomes working closely with the Global Learning Team

Growth & Strategic alignment :

•Identify, sponsor and drive growth initiatives with quantifiable impact on targets (ie NNM and/or Rev and/or Mandates)

•Ensure liquidity and funding capital/alternatives in place to sustainably support (Credit) Growth requirements

•Drive execution of Strategic repositioning including Non Priority Market Reviews, Small Client Reviews, Funding new Rels etc with clear actions and outcomes

Sales Management :

•Ensure with IC heads consistency in IC/client loadings and segmentation to improve penetration

•Hosting the Weekly Investment Sales Meeting and Regional Investment Committees

•Own the Regional Investment Narrative and the Product Marketing supporting the Investment Narrative

•Ensure content be fit for purpose, coherent, ready to use

Activity Monitoring :

•Monitor discretionary and advisory pipeline activity

•Measure IC sales activity in term of brokerage and track migration from non-contractual advice to fee-based advisory/discretionary

•Bottom-up analysis of clients’holdings to share potential arbitrage opportunities with Product Teams

•Develop and deliver to ICs screening tools to facilitate the identification of switch opportunities within the product inventory to increase House View penetration  and drive a sound brokerage activity

•Performance monitoring of Investment Themes

•Analyze sales competency and behavioural pattern of client facing staff and develop sales training content to improve sales effectiveness


Min skills requested :

•15 years + in a Sales Management, Investment Advisory or Portfolio Management capacity within the Pri‎vate Banking Wealth industry.

•An international background with solid experience in investments overseas

•A solid understanding of the end to end Advisory Process and Content Management process within a Wealth Context, which includes a strong know-how of regulatory and suitability matters.

•A solid understanding of Wealth Services and Wealth Products across the spectrum, as well as portfolio construction and Asset Allocation.

•Ability to drive a Sales Process within a multi-market environment, working closely with regional and global stakeholders.

•Ability to manage multiple priorities and influence at every level of Seniority (including EXCO level)

•Strong leadership skills required for a role requiring tight coordination at Booking Centre level and with the global team based in London‎.

•Proven people management skills required