Posted on: 14/06/2021

Job type: Permanent

Sector: Financial Services

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On behalf of our client, a Swiss private bank and investment group, we are looking for a Relationship Manager M/W to strengthen the Geneva office.

Our client has taken the digital turn and now offers its customers a state-of-the-art digital service. This innovation is key to the modern, client-centric future that our client wishes to build.

Your main tasks:

  • Responsible for multi asset class funds totaling >500m EUR under management
  • Managing long-short positions in emerging market bonds, equity and currency derivatives
  • Developing and setting up new fund solutions for institutional and UHNWI investors
  • Create and implement plans to meet clients' needs
  • Build long-term relationships with clients
  • Create strategies and work with customers to build their brand
  • Work quickly to address and resolve customer issues
  • Inform the sales team of new sales and cross-selling opportunities
  • Identify global opportunities
Your profile :
  • You have at least 8 years of experience in asset management
  • You have a master's degree in the field of finance
  • You have a CFA and/or other similar degree
  • You have strong communication and interpersonal skills with a high capacity to build and maintain relationships
  • A collaborative and supportive spirit will be key to a successful integration. Indeed, our client wants to grow in a human and collective way
  • You are particularly attentive to the risk of reputation and concerned about conveying an ethical image of your activity and the establishment of which you are the ambassador
  • A professional level of English is required
This opportunity is a rare chance to join a prestigious wealth management structure in Switzerland where you can really make the most of your network and entrepreneurial spirit.
If you are interested, please send your application to Valentin Levet, Morgan Philips Geneva.
Your application will be treated in strict confidence.
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Job Reference: CH829476

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