Description

* Client Relationship Management & Business Development ITA / ENG
* Wealth & Asset Manager

## About Our Client ##

Our client is a well-established Wealth & Asset Management company in Geneva and other international financial places.

## Job Description ##

* **Integration in the structure ;**
* **Client Relationship Management :** Maintaining good client relationship with private clients, affluent and HNWI and answering all their requests;
* **Business Development**: Identifying, targeting, and establishing relationships with potential clients in Italy and Ticino ;
* **Portfolio Management**: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities;
* **Product Knowledge**: Providing expert knowledge of investment products to guide clients in making informed decisions;
* **Sales Support**: Collaborating closely with the marketing and communication team to develop tailored strategies for the Italian and Ticino markets ;
* **Contract Negotiation**: Participating in the negotiation of contracts and agreements with local partners;
* **Reporting & Follow-Up**: Preparing regular reports on investment performance and client satisfaction.
* **Participation of the day to day in the office.**

## The Successful Applicant ##

* Diploma in Finance, Economics or Business;
* Similar and significant first professional experience in client relationship management and / or business development with private clients ;
* Capacity to build his own client portfolio and relationships with private clients, affluent clients and HNWI clients ;
* Strong interest and knowledge to financial instrument and financial markets;
* Good knowledge of MS Office and banking software;
* Italian native language;
* English fluent language;
* French as an asset;
* Easy going, willingness to learn, client oriented & sense of detail.

## What's on Offer ##

Our client offers a 100% permanent contract within a growing, dynamic and human-sized environment. Some remote work could be possible sometimes on the job.

Quote job ref

JN-052025-6731885

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-052025-6731885

Job Nature

Home Office