Relationship Manager – Private Banking

<h2>Position Summary:</h2><p>We are seeking an experienced Relationship Manager to join our Wealth Management team in Geneva. The successful candidate will be responsible for developing and managing a portfolio of HNW and UHNW clients, delivering tailored wealth management and advisory solutions, and contributing to the bank's growth through new client acquisition and asset gathering.</p><h2>Key Responsibilities:</h2><ul><li><p>Develop, manage, and grow a portfolio of HNW/UHNW private clients, acting as their primary point of contact for all banking and wealth management needs.</p></li><li><p>Proactively acquire new clients and assets under management through personal networks, referrals, and the bank's broader business development initiatives.</p></li><li><p>Design and propose tailored investment strategies and solutions in coordination with the bank's investment advisory, asset management, and family office teams.</p></li><li><p>Conduct regular portfolio reviews with clients, ensuring alignment with their risk profile, investment objectives, and evolving needs.</p></li><li><p>Ensure full compliance with FINMA regulations, internal policies, and KYC/AML requirements throughout the client relationship lifecycle, including onboarding, periodic due diligence, and risk classification.</p></li><li><p>Maintain accurate and up-to-date client documentation and CRM records.</p></li><li><p>Collaborate closely with internal stakeholders, including investment advisors, credit officers, legal/compliance, and operations, to ensure seamless client service delivery.</p></li></ul><h2>Candidate Profile:</h2><ul><li><p>Minimum approx. 7 years of experience as a Relationship Manager or similar client-facing role within private banking or wealth management.</p></li><li><p>Demonstrated track record of acquiring and managing HNW/UHNW client relationships and growing assets under management in Europe, Asia, MENA, LATAM or the US.</p></li><li><p>Strong knowledge of investment products, wealth structuring, and financial markets.</p></li><li><p>Solid understanding of Swiss regulatory and compliance requirements (FINMA, AML/KYC, cross-border regulations) a plus (training/certification is offered by the bank).</p></li><li><p>Existing network of private clients and/or intermediaries.</p></li><li><p>University degree in finance, economics, business administration, or a related field; relevant certifications (e.g., CWMA, CFA, or equivalent) are a plus.</p></li><li><p>Fluency in English is required; additional languages a plus</p></li><li><p>Excellent interpersonal, negotiation, and relationship-building skills, with a client-centric and entrepreneurial mindset.</p></li><li><p>High personal integrity and discretion, in line with the standards expected in private banking.</p></li></ul><h2>What is offered:</h2><ul><li><p>The opportunity to work within an entrepreneurial, agile private banking group backed by a major international banking partner.</p></li><li><p>Access to a comprehensive and integrated platform spanning wealth management, family office, corporate finance, and asset management.</p></li><li><p>A collaborative, international working environment based in Geneva.</p></li><li><p>Market leading and transparent compensation structure aligned with individual and team performance.</p></li></ul><p>If you have any qurstion, please apply with the button on this page.</p><p>F