Relationship Manager, MENA Coverage, Wealth Management, Geneva

Mandate Status: 
Active
Mandate Code: 
GMG001/9/10
- One of the largest Private Banking platforms is looking to hire a Relationship Manager with a track record of covering UHNW and HNW’s clients from MENA, to be based in Geneva
- Candidates from lateral backgrounds such as asset management, investment banking and financing with a transferable client base from which they can onboard assets will also be considered

Requirements: 

  • Candidates with at least 8+ years of experience in private banking
  • Individuals who have an existing book of relationships
  • Candidates must show high level connectivity with UHNW and HNW’s in MENA and have a demonstrable track record of origination business from such individuals/family groups
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key

Responsibilities: 

  • Primary responsibility is origination of Net New Assets for the Wealth Management platform from a regional client base brought in by the candidate
  • Acquisition of U/HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions for and provide advice to clients
  • Effectively collaborate with senior members of the department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Keep up-to-date knowledge of economic/market trends and be able to identify the key change triggers
  • Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

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