Relationship Manager

We are seeking a dedicated and experienced Relationship Manager to join the team of one of our client, a family asset management firm based in Geneva.

Client Relationship Management:

• Develop and maintain strong relationships with high-net-worth clients and their families.
• Serve as the primary point of contact for clients, addressing inquiries and providing tailored solutions.

Investment Advisory:

• Collaborate with the investment team to create customized investment strategies that align with clients' financial goals.
• Monitor and report on clients' investment performance and market trends.

Business Development:

• Identify and pursue new business opportunities through networking and referrals.
• Participate in marketing initiatives to promote the firm's services.

Compliance and Risk Management:

• Ensure adherence to regulatory requirements and internal compliance policies.
• Conduct risk assessments and ensure that clients' portfolios are aligned with their risk tolerance.

• Minimum of 5 years of experience in relationship management or client advisory roles within the asset management or private banking industry.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.