Director/Vice President, UHNW Relationship Manager, Greece & Cyprus Coverage, Bulge Bracket Bank, Geneva

Mandate Status: 
Active
Mandate Code: 
CLG001/9/11
- Bulge Bracket bank is seeking an experienced UHNW Relationship Manager to join their Greece and Cyprus coverage team based in Geneva
- Individual will deliver private and investment banking services to UHNW client's within the Greek market place as well to acquire and develop new clients’ relationships

Requirements: 

  • Proven track record in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Greek UHNW and/or Family Office market
  • Demonstrates an in-depth understanding of clients’ businesses and sources of wealth generation
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship acquisition and selling new products
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Applies an in-depth level of knowledge in several key investment and financing products
  • Keeps abreast of financial industry developments and current global market conditions
  • Fluency in Greek required
  • FCA registration preferred

Responsibilities: 

  • Build relationships with client families that cross generations to establish long-term connections to the CPB
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Maintains a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Uncovers needs that are not articulated or clearly expressed by the client
  • Brings together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
  • Helps clients achieve broad financial and investment goals related to the creation, management, and transfer of wealth
  • Develops tailored solutions that address clients' unique investment, risk management, and financing/liquidity need
  • Sets challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Plans and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
  • Transfers or eliminate non-productive accounts in order to focus on clients who fit within the business strategy
  • Establishes a referral network and gain introductions to potential clients which generate new sales
  • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank

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