Senior Private Banker - Geneva Senior Private Banker - Geneva …

Selby Jennings
in Geneva, Geneve, Switzerland
Permanent, Full time
Last application, 03 Jun 20
CHF150000 - CHF200000 per annum + Revenue Share
Selby Jennings
in Geneva, Geneve, Switzerland
Permanent, Full time
Last application, 03 Jun 20
CHF150000 - CHF200000 per annum + Revenue Share
A well known and established multi-family office based in Geneva, a member of the Swiss Association of Asset Managers was founded in 2000 and offers an open architecture approach to wealth management - providing truly holistic tailor-made solutions to their clients. They offer both Discretionary and Advisory solutions to their private clients and work with a large number of respected custodian banks They have platform for entrepreneurial seasoned Relationship Managers to manage their client base in an a-political, nimble and client-first environment. Relationship Managers will be expected to do their own business development and on board their own personal network.

Senior Private Banker / Senior Relationship Manager

The Relationship Manager/Senior Relationship Manager will have 7 to 15 year's experience working as a Private Banker with an International bank. We are looking for a candidate who has developed his/her own book of business for many years working for a private bank. The person should be self-motivated, who can work independently to bring and execute AUM. The person should have a strong investment management background enabling him/her to work on portfolios. Importantly we are looking for an entrepreneurial person with the right attitude towards work.

Job Role:

1. Bring new business to company as per the candidate's business plan.

2. Maintain and update a pipeline of prospects.

3. Work on prospects given by the company to be converted into clients and maintain a proactive follow-up

4. Manage some of existing relationships of the company with a view to upgrade the relationship and improve the revenue

5. Work very actively with the Investment team with a view to engage clients on DPM portfolios.

6. Ensuring that all internal and external policies in regards to KYC/CDD and Money Laundering are adhered to.

7. To be a point of contact and pro-actively support the CEO in building the commercial business

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