Description

Are you a seasoned relationship manager looking to take your career to the next level? If you possess a strong commercial acumen and have built an extensive network in Lebanon, we want to hear from you.

We are seeking a Relationship Manager to cater to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the Near East region. Your responsibilities will include:

• Developing and expanding a portfolio of HNW/UHNW clients, particularly focusing on Lebanon and the surrounding areas.
• Using your well-established network to attract new clients and enhance market penetration.
• Providing comprehensive, high-quality investment guidance in collaboration with investment experts and product teams.
• Creating and executing a structured client development strategy aimed at achieving specific revenue and Net New Money (NNM) targets.
• Maintaining a solid grasp of client profiles, investment compatibility, and overall portfolio performance.
• Acting as the primary defense line by ensuring compliance with regulatory standards and fostering a robust risk culture within the organization.

In this position, you will join the Near East team located in Geneva that is dedicated to delivering top-tier wealth management services to HNW and UHNW individuals. Our collaborative approach combines localized knowledge with global capabilities, assisting clients in safeguarding, expanding, and transferring their wealth through generations.

We are looking for candidates who have:

• A minimum of 20 years in wealth management, showcasing an impressive history in client acquisition, advisory roles, and revenue generation.
• Significant professional experience in Lebanon, complemented by a well-connected and active HNW/UHNW client network.
• A track record of successfully launching and growing business in the Near East.
• The ability to advise sophisticated clients with intricate investment requirements.
• A thorough understanding of financial markets, products, and applicable regulations.
• An entrepreneurial spirit focused on cultivating client relationships and long-term partnerships.
• High personal credibility, resilience, and a strong commercial orientation.
• A keen digital inclination to enhance client engagement through technology.
• Proficiency in Arabic, French, and English is mandatory.