Description

* You will take over a strong book and focus on client service
* You will join a friendly working environment

## About Our Client ##

Our client is a private bank.

## Job Description ##

* Manage and develop a portfolio of clients.
* Maintain long-term trusted relationships with clients.
* Identify opportunities to grow the existing client relationships.
* Conduct regular portfolio reviews and strategic discussions with clients.
* Collaborate with internal specialists (investment advisory, lending, wealth planning, tax and estate structuring).
* Ensure full compliance with regulatory requirements and internal risk policies.
* Maintain accurate documentation and client records in accordance with compliance standards.

## The Successful Applicant ##

* Diploma in finance, economics, or a related field.
* Minimum 5 years of experience in a similar position in Switzerland.
* Proficiency French and English.
* Strong interpersonal and communication skills.
* A results-driven attitude and ability to identify growth opportunities.

## What's on Offer ##

You will join a human-size team based in the city centre and join a strong and financially stable bank.

Quote job ref

JN-032026-6969166

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-032026-6969166

Job Nature

Home Office