Role Overview: Our client is looking for a seasoned Senior Relationship Manager to become part of their team. This position is to be based in our Geneva or Zurich offices. The perfect candidate will have a demonstrated history of success in business development and Relationship Management within the financial services sector.
Key Responsibilities:
Business Development: Identify and seize new business opportunities to expand their client base and enhance our service offerings.
Client Relationship Management: Build and maintain strong, long-term relationships with Ultra/ high-net-worth clients, understanding their unique needs and providing tailored financial solutions.
Investment Advisory: Provide expert advice on investment strategies, portfolio management, and wealth preservation.
Qualifications:
Experience: At least 5 years of experience in Relationship Management and Business Development within the financial services sector.
Education: Bachelor's degree in Finance, Business Administration, or a related field. Advanced degrees or certifications (e.g., CFA, CFP) are advantageous.
Skills: Excellent analytical, communication, and interpersonal skills.
How to Apply: Interested candidates should submit their resume.
