Senior Relationship Manager, Non-Resident Indian Coverage, Private Banking, Global Private Bank, Geneva

Mandate Status: 
Active
Mandate Code: 
CIG003/3/11
- Bulge bracket bank with a strong wealth management arm is looking to significantly boost its offshore headcount for NRI from its Geneva office
- The bank has a significant presence across the Indian continent and a proven record of taking an Indian clients/risk
- Looking to a hire a Senior Banker with UHNW/HNW/family office connectivity
- Focus on bringing in candidates with an existing book of clients across India

Requirements: 

  • Candidates must show high level connectivity with U/HNWIs in India and have a demonstrable track record of originating business from such individuals/family groups
  • 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 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

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 utilize 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

Tabs

Apply Now