Senior Relationship Manager (M/F)

Move UP SA

  • Publication date:

    30 September 2022
  • Workload:

  • Contract:

    Permanent position

Senior Relationship Manager (M/F)

Toggle Navigation Our client is a growing Swiss independent Wealth Management which has established long-lasting relationships with prominent Swiss banks. Based in Geneva, it has strengthened its scope internationally since its creation in 1999. It favors the entrepreneurial spirit and offers flexible working solutions with long-term partnership opportunities. We have been mandated exclusively by our client to find a Senior Relationship Manager (M/F) Grow your client portfolio and shine internationally Geneva Your responsibilities Your main objective is to transfer an existing client portfolio of CHF 20-30 million in the best of time, and rapidly grow it while choosing whether to be involved in the wealth management part or delegate it to your team. Working flexibly towards defined prospective targets in key countries motivates you and keeps you going. Thanks to your profound knowledge of portfolio management and in-depth financial expertise (structured products, hedge funds, real estate, private equity, new investment themes), you are an added value for your partners and clients and maintain excellent relationships with them. Your profile You aim to become a partner within a boutique financial firm and have the ability to expand its coverage. You have a sound knowledge of global financial market solutions and a strong client portfolio willing to follow you, as well as excellent client relationship skills, communication and interpersonal skills. You bring with you 10-12 years of banking experience and proven track records of client acquisitions and growing revenues. You are familiar with the legal and regulatory aspects of your field, speak English or French and have the relevant financial educational and professional background needed for this function. Rte de Cité-Ouest 2 CH-1196 Gland © 2020 - Tous droits réservés. We use cookies to offer an optimal website experience. These include cookies that are necessary for the operation of the site. You can decide for yourself whether you want to set cookies for marketing, statistical or personalization purposes. Accept Dismiss Cookie consent Functional cookies CSRF (Cross Site Request Forgery) Protection Cookie This cookie is necessary for security reasons to prevent CSRF. Authentication session cookie When creating an applicant profile during a first application or when a user logs in with his or her profile an authentication session cookie is set to enable navigation and save entered data. This cookie is saved until the applicant logs out or closes the browser. Culture The cookie is used to save the language the portal is displayed in. The cookie is saved for a month. Statistical cookies Referrer When the visitor gets to the website from a different page (e.g. a job platform where apply link / button is used for a specific job from which the applicant is redirected to the job portal) the information where the job ad was posted is saved. However, the visitor can change the referrer in the course of the application. The information is saved in the applicant’s profile if a the applicant finishes an application via the applicant portal. The cookie is saved for 2 weeks. Accept all cookies Accept only functional cookies Your browser is out of date! Update your browser to view this website correctly.


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