Vice President, Relationship Manager, Non-Resident Indian Coverage, Global Private Bank, Geneva

Mandate Status: 
Active
Mandate Code: 
CIL001/13/11
- Bulge bracket bank with a leading wealth management platform is looking to hire a Relationship Manager to join their Non-Resident Indian (NRI) Private Banking team out of Geneva

Requirements: 

  • Proven track record in UHNW Private Banking or the institutional/corporate banking market, specifically covering the NRI UHNW and/or Family Office market
  • Demonstrate an understanding of the product requirement of your client base and a track record of clients taking up products based upon your advice
  • 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
  • Originating transaction and advisory services for the platform is a secondary focus and will not be part of the core mandate
  • Generate and sell advisory services and investment programs across asset classes, investment styles, themes and risk-adjusted return objectives
  • Advise on raising financing from liquid assets and bespoke structures, providing effective solutions to clients
  • Effectively collaborate with the team to fully utilise key relationships and build new client base through a Multi Strategy based approach to investment managements
  • Keep up-to-date knowledge of economic / market trends to provide innovative client services by combining asset management and wealth management capabilities
  • Maintain a strong relationship with clients to ensure service satisfaction and meet ongoing requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

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