Relationship Manager Farmer

You will focus on deepening existing client relationships and delivering wealth management solutions aligned with clients' long-term financial objectives.

You will act as the primary point of contact and trusted advisor, coordinating with internal specialists to provide investment advisory, wealth structuring, and financing solutions.

Our client is a private bank.

Description

• Manage and develop a portfolio of clients.
• Maintain long-term trusted relationships with clients.
• Identify opportunities to grow the existing client relationships.
• Conduct regular portfolio reviews and strategic discussions with clients.
• Collaborate with internal specialists (investment advisory, lending, wealth planning, tax and estate structuring).
• Ensure full compliance with regulatory requirements and internal risk policies.
• Maintain accurate documentation and client records in accordance with compliance standards.

Profile

• Diploma in finance, economics, or a related field.
• Minimum 5 years of experience in a similar position in Switzerland.
• Proficiency French and English.
• Strong interpersonal and communication skills.
• A results-driven attitude and ability to identify growth opportunities.

Job Offer

You will join a human-size team based in the city centre and join a strong and financially stable bank.