Relationship Manager - Private Banking (100%) Private Banking

About the job

We are a preferred partner for medium and large companies, entrepreneurs and wealthy private clients. We offer tailored financing, investment and savings solutions to our clientele, in partnership with the services of the Crédit Mutuel Alliance Fédérale group, with a spirit of support for the Swiss economy and its players. Our financial institution employs more than 480 collaborators across eight sites in Switzerland. In addition to our main headquarters in Basel, we have branches in Fribourg, Geneva, Lausanne, Lugano, Neuchâtel, Sion and Zurich.

What if we wrote the next step of your career together?

Your Mission

• Advise our clients in a comprehensive and needs-oriented manner, help them optimise their financial situation and actively recommend the corresponding banking products and services.
• Request and collaborate with internal services (legal, tax, compliance, credit, investment expert, etc.) and/or external ones depending on the client’s needs in order to define an investment strategy and offer investment, financing and wealth structuring solutions adapted to the client’s needs and in compliance with the Bank’s commercial policy.
• Maintain and ensure follow-up of the commercial relationship through regular contact with clients (phone, visits, events, etc.) to keep them informed of the evolution of their assets, financial and tax news, to build loyalty with the aim of supporting them throughout their lives and thus create development opportunities and sustain the relationship.
• Ensure compliance and documentation of the client relationship (KYC, AML, MIFID, etc.), transactions (KYT) in accordance with the Bank’s procedures to comply with regulations and preserve the Bank’s good reputation.
• Develop the existing business portfolio, identify opportunities for new relationships and business development to acquire new clients and handle prospects who approach the Bank to establish a commercial relationship.
• You encourage collaboration within the bank by developing and transferring your clients to other segments and by calling on specialists.
• Keep informed of current affairs (economic, tax, etc.) and regulations in order to have the appropriate knowledge to meet clients’ needs and advise them effectively.

Your Profile

With a solid banking education (university, higher school or CFC) ideally complemented by a SAQ CWMA certification, you have proven experience in wealth management and are able to identify and prospect new clients through your entrepreneurial spirit and knowledge of the Geneva socio-economic fabric. You have great interpersonal skills, negotiation abilities, a good sense of initiative and a developed sense of responsibility. You are a positive and communicative person who places great importance on teamwork. A native French speaker, you also have very good knowledge of English (B2).

Our Offer

Joining CIC (Switzerland) means evolving in a dynamic and entrepreneurial environment where skills development is at the heart of our values. Thanks to a human-scale structure, we cultivate proximity, responsiveness and autonomy, with short decision-making processes. Here, everyone can innovate, dare and fully express their potential. Whether you are at the start of your career or an expert in the banking sector, you will work in an attractive environment where talent makes the difference and where real development opportunities allow you to actively participate in the bank’s growth.

Start date: immediate or to be agreed.

Nathalie Mohr

Talent Acquisition & Employer Branding Specialist

+41 22 839 35 60