Senior Relationship Manager - Swiss Onshore Book H / F

Our client is a Multi Family Office, based in Geneva, Switzerland. At this moment the client is interested in bringing in a Senior  Relationship Manager  to their wealth management department who will be overseeing a large book of Swiss Onshore UHNW clients.

As a Senior Relationship Manager, you will be in charge of growing and overseeing your book of clients. The ideal candidate will be responsible for all business development and advising clients on their investments. The ideal candidate must be commercial and results driven whilst seeking to add value to their clients in their investment strategy. S / he must be able to work in a demanding, fast-paced, and high-profile financial environment.

Responsibilities :

• Must be able to bring in minimum revenues of a $1 million within 12 to 15 months.
• Must be able to bring in a minimum of $100-150 million in AUM within the first 2 to 3 years.
• The ideal candidate will have excellent relationship management skills and have a demonstrated experience of managing and handling the sophisticated needs of individuals and families. The right candidate will be effective in gaining an in-depth understanding of clients needs and advising on a diverse range of wealth management solutions.
• S / he Must have experience in controlling and monitoring of risk within a client book.
• S / he will need to have substantial experience of the Financial Services industry, particularly in the areas of regulated products and services to HNW & UHNW customers.
• The candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts.

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