WEALTH MANAGER - SENIOR RELATIONSHIP MANAGER / PRIVATE BANKER (M/F)

About the job

SENIOR RELATIONSHIP MANAGER / PRIVATE BANKER (M/F)

Private wealth management | Geneva | Remuneration up to 75% of production

ATHÉNÉE INVESTMENT SA – GENEVA

Develop your client base. Preserve your independence. Benefit directly from the value you create.

WHO ARE WE?

Athénée Investment SA is an independent Swiss wealth management firm, established in Geneva and subject to the prudential supervision applicable to wealth managers authorised by FINMA.

We support a demanding private clientele, composed of entrepreneurs, wealthy families, executives and international investors, in preserving, managing and developing their assets.

Our positioning combines the traditional values of a private management firm — proximity, confidentiality, independence and excellence in advice — with access to sophisticated investment skills and solutions inspired by institutional practices.

We favour an open architecture, a comprehensive wealth management approach and a long-term relationship with our clients, without any imposed proprietary product distribution logic.

As part of our development, we are looking for several Senior Relationship Managers / Private Bankers wishing to practise their profession in an independent, agile and entrepreneurial environment.

AN OPPORTUNITY FOR ENTREPRENEURIAL PRIVATE BANKERS

You are an experienced professional in private banking or wealth management.

You have developed a solid network, built trusting relationships with a wealthy clientele and demonstrated your ability to generate assets and income.

You now wish to benefit from greater autonomy, a more flexible organisation and a significant share in the income you generate.

Athénée Investment offers you the opportunity to develop your activity within an independent firm, with two collaboration models adapted to your profile and ambitions.

MODEL 1 – EMPLOYED RELATIONSHIP MANAGER

You join Athénée Investment as an employed collaborator, under a Swiss employment contract.

You benefit notably from:

• Full integration into our organisation.
• A fixed and/or variable remuneration structured according to your experience, contribution and contractual conditions.
• An established regulatory and operational environment.
• Support from management, compliance and administration teams.
• Great commercial autonomy and a direct relationship with management.
• A production participation mechanism that can be particularly attractive.

The overall remuneration is determined individually, taking into account employer costs, social charges, responsibilities and the profitability of the activity.

MODEL 2 – INDEPENDENT / PARTNER RELATIONSHIP MANAGER

You wish to retain a true entrepreneurial dimension and develop your own activity relying on a recognised professional platform.

Athénée Investment offers, subject to legal and regulatory validation, a partnership model allowing you to benefit from:

• Significant autonomy in developing your client base.
• Access to our management infrastructure and banking partners.
• Support from our investment and wealth engineering expertise.
• A structured professional environment and adapted compliance procedures.
• Remuneration directly linked to your production.
• Individually negotiated collaboration terms.

In this context, the partner's share may reach 75% of their eligible production, according to the income actually received, services provided, costs borne and the terms of the agreement concluded.

This model is particularly aimed at professionals with an established clientele or strong development potential, wishing to combine entrepreneurial autonomy and the quality of a wealth management infrastructure.

Regulatory responsibilities, conditions of practice and partner status will be expressly defined before any activity commencement.

YOUR MISSIONS

Develop a quality private client base

• Prospect and acquire new HNWI and UHNWI relationships.
• Develop assets under management and net capital inflows.
• Leverage your professional network among entrepreneurs, executives, wealthy families and international investors.
• Support clients wishing to establish a relationship with Athénée Investment, respecting contractual obligations, confidentiality and applicable rules.
• Build lasting relationships based on trust, transparency and quality of service.

Offer first-class wealth and financial support

• Identify clients' financial, wealth and succession objectives.
• Define, with competent teams, suitable investment strategies.
• Propose discretionary management and investment advisory solutions, according to the applicable framework.
• Mobilise a wide range of instruments: equities, bonds, funds, structured products, private debt and alternative investments, depending on client suitability and eligibility.
• Coordinate specific needs with our custodian banks and specialised partners, notably for Lombard and mortgage financing.

Ensure excellence in follow-up

• Maintain a close relationship and high availability.
• Ensure quality monitoring of portfolios and risks.
• Comply with applicable legal and regulatory requirements, notably regarding LSFin, LEFin, AML and client due diligence.
• Contribute to the reputation and long-term development of Athénée Investment.

THE PROFILE WE ARE LOOKING FOR

We favour experienced, autonomous professionals recognised for their ability to develop a private client base.

Experience and skills

• Significant experience, ideally over 7 years, in private banking, independent wealth management or family office.
• Active network with HNWI/UHNWI clientele.
• Proven ability to develop assets under management and generate recurring income.
• Good knowledge of financial products, asset allocation and wealth needs of a sophisticated clientele.
• Understanding of Swiss regulatory requirements and, where applicable, covered cross-border markets.

Personal qualities

• Entrepreneurial spirit and commercial development sense.
• Excellent ability to establish and maintain trusting relationships.
• Autonomy, rigour and sense of responsibility.
• Discretion, loyalty and integrity.
• Willingness to engage in a long-term collaboration.

Education and languages

• Higher education in finance, economics or management, or equivalent professional experience.
• CFA, CAIA, CWMA or similar certifications appreciated.
• Excellent command of French and/or English.
• Other languages and international market expertise appreciated.

We will consider applications from professionals with significant commercial potential, even if their background does not meet all these criteria.

REMUNERATION COMMENSURATE WITH YOUR CONTRIBUTION

Up to 75% of your eligible production.

Our philosophy is simple: professionals who directly contribute to the development of Athénée Investment must be able to significantly benefit from the economic value they create.

We offer competitive and individualised remuneration conditions, according to:

• The chosen collaboration model: employee or independent partner.
• Assets under management developed.
• The nature, level and recurrence of income generated.
• Resources and services provided.
• Costs and responsibilities borne by each party.

Eligible production, sharing modalities, possible deductions, fees and payment conditions will be contractually defined transparently.

The maximum rate of 75% is neither automatic nor guaranteed and depends on the chosen collaboration model.

WHY ATHÉNÉE INVESTMENT?

The independence of a private management firm

A client-centred approach, open architecture and great freedom in seeking suitable solutions.

A true entrepreneurial culture

An agile organisation, short decision-making channels and a direct relationship with management.

Differentiated investment solutions

Access to financial expertise and traditional and sophisticated investment strategies.

A professional infrastructure

A structured framework allowing priority focus on commercial development, client relationship and value creation.

Attractive and transparent remuneration

Direct participation in the economic performance of your activity, potentially reaching 75% of eligible production according to the agreed model.

A shared ambition

Building together a reference private wealth management firm for entrepreneurs, families and high net worth individuals.

JOIN US

Are you an experienced private banker, an independent wealth manager or a Relationship Manager wishing to give a new dimension to your activity?

We would be pleased to discuss your background, network, ambitions and the collaboration model best suited to your situation.

Location: Geneva, Switzerland
Position: Senior Relationship Manager / Private Banker / Wealth Manager
Collaboration: employment contract or independent partnership, according to profile and applicable conditions
Activity rate: to be agreed
Remuneration: individualised conditions, with participation potentially reaching 75% of eligible production

Confidential application

Please send us your CV accompanied by a brief presentation of your experience, preferred markets and commercial development potential, without disclosing confidential data relating to your current clientele.

All applications will be treated with the utmost discretion.

ATHÉNÉE INVESTMENT SA
Independent Wealth Management – Geneva

Your clients. Your expertise. Your ambition. Our platform.