Michael Page Switzerland
7 months ago
Relationship Manager 100%
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Company information
- Company
- Michael Page Switzerland
- Location
- Schweiz, Kanton Genf, Genf, Genf Switzerland
- Posted
- 7 months ago
Job description
For one of our clients, we are looking for a full-time (100%) manager with a seat in Geneva. The manager will be part of the team of asset managers. Our client is an established, independent asset management company within the structure and team of asset managers; development and management of a portfolio of private HNWI/UHNWI customers; customer meetings personally, via video conferences and phone; connection to partner deposit banks; opening and closing of accounts; coordination with internal departments; preparation of reports and presentations; maintenance of relationships with existing clients; acquisition of new clients through networking and referrals; development of marketing strategies for the portfolio; monitoring of market trends and economic developments; analysis of financial data and market research; provision of investment advice to clients; management of client portfolios; risk assessment and mitigation; compliance with regulatory requirements; maintenance of confidentiality and discretion in all matters related to clients.
Required skills
- confidentiality
- discretion
- portfolio
- market research
- risk assessment
- market trends
- regulatory requirements
- phone
- marketing strategies
- investment advice
- hnwi
- financial data
- private customers
- asset managers
- customer meetings
- client portfolios
- uhnwi
- video conferences
- partner deposit banks
- economic developments
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