Senior Relationship Manager / Wealth Manager
Approach People Recruitment
Genève | Structure indépendante | Modèle entrepreneurial & grande flexibilité
Notre client est une société de gestion de fortune indépendante basée à Genève, reconnue pour son approche personnalisée et sa relation de proximité avec une clientèle privée exigeante. Dans le cadre de son développement, nous recherchons un(e) Senior Relationship Manager / Wealth Manager souhaitant évoluer dans un environnement entrepreneurial offrant une grande autonomie et une réelle flexibilité dans l'organisation du travail.
Vos responsabilités
- Développer, gérer et fidéliser un portefeuille de clients privés fortunés (HNWI/UHNWI)
- Assurer un accompagnement patrimonial personnalisé et proposer des solutions adaptées aux objectifs et au profil de risque des clients
- Participer activement au développement commercial grâce à votre réseau et à vos relations de confiance
- Accompagner vos clients dans une approche de long terme et contribuer à leur satisfaction
- Travailler de manière autonome tout en bénéficiant du soutien d'une structure indépendante reconnue
- Contribuer au développement et à la croissance de la société
- Garantir le respect des exigences réglementaires et des standards de conformité
Votre profil
- Vous justifiez de 5 à 10 années d'expérience minimum en gestion de fortune privée, acquises au sein d'une banque privée, d'un gestionnaire de fortune indépendant, d'un family office ou d'un établissement financier reconnu
- Vous disposez d'une approche entrepreneuriale et appréciez travailler avec un haut degré d'autonomie
- Vous avez développé un réseau de clientèle privée et êtes idéalement en mesure d'apporter un portefeuille d'actifs sous gestion (minimum CHF 15 à 20 millions)
- Vous possédez une excellente connaissance des marchés financiers et des solutions de gestion de fortune
- Vous êtes reconnu(e) pour votre professionnalisme, votre discrétion et votre sens du service
- Vous maîtrisez le français et l'anglais ; toute autre langue constitue un atout
- Vous souhaitez rejoindre une structure à taille humaine favorisant l'équilibre entre vie professionnelle et personnelle
Notre client offre
- L'opportunité d'intégrer une société de gestion indépendante en développement
- Un environnement agile et entrepreneurial offrant une forte autonomie
- Une grande flexibilité dans l'organisation du travail, avec une part importante de télétravail
- Des modalités de rémunération adaptables (fixe, variable ou modèle hybride) selon votre profil et votre apport commercial
- Une clientèle de qualité et un positionnement haut de gamme
- La possibilité de développer votre activité dans une logique de partenariat à long terme
Vous êtes un(e) Relationship Manager expérimenté(e), disposez d'un portefeuille de clientèle et recherchez davantage d'indépendance dans un environnement entrepreneurial ?
Nous vous invitons à nous transmettre votre candidature en toute confidentialité. Toutes les candidatures seront étudiées avec la plus grande discrétion.
- ...the position You will be joining the Wealth Management department in Geneva with a permanent... ...management team with deep, trusted relationships across the Swiss market and who are recognised... ...with the HR teams and operational managers. Diversity, Equality, and Inclusion...SuggéréRemote job
- ...client is a Swiss-based independent wealth advisory platform serving HNW and... ...to a oad network of banks, asset managers and investment providers. Relationship Managers benefit from professional... ...investment, banking and wealth management solutions Select suitable banks, asset...SuggéréEntrepreneur
- ...Wealth Management Relationship Manager Geneva or Zug, Switzerland (Hybrid) Are you an entrepreneurial Relationship Manager or Private Banker... ...solutions. High level of autonomy with direct exposure to senior leadership and the opportunity to contribute to the long...Suggéré
- ...investment firm with wealth management platform Open architecture... ...regulated investment manager with the agility,... ...for experienced Relationship Managers who want greater... ...Description: Develop and manage a portfolio of HNW... ..., Compliance and senior management to deliver...SuggéréEntrepreneur
- ...entrepreneurial culture and a boutique approach to wealth management. Renowned for serving sophisticated... ...-office role combines leadership, relationship management, and business development... .... Responsibilities: Manage and grow a portfolio of high-net-worth...SuggéréEntrepreneurDurée déterminée
- ...ABOUT THE JOB You will be joining the Wealth Management in Geneva - Lancy with a permanent... ...you will act as a key partner to our Relationship Managers. You will play a dual role: ensuring... ...high visibility and the opportunity to manage complex client portfolios within a...Remote job
- ...Overview Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer... ...beneficial client relationships. As a growth business... ...bank. You as a Relationship Manager are the... ...term basis Plan and manage resources (time, budget...Temps pleinEntrepreneur
- Vous avez envie d'accompagner un directeur commercial dans son developpement. Vous cherchez un 50%. About Our Client: Un Wealth Manager. Job Description: Soutenir un Wealth Manager dans ses activités de développement commercial et de prospection. Maintenir et enrichir...Entrepreneur
- ...activities spanning Commodity Trade Finance, Wealth Management and Treasury. The Bank is looking for a... ...with experienced colleagues and senior stakeholders. Profile: Swiss-qualified... ...Well organised and able to manage multiple matters and deadlines Strong...
- ...Switzerland and other international financial places. Supporting Senior Relationship Managers in administering a portfolio of clients and maintaining... ...other teams where necessary; Work prioritisation and management on daily basis; Team player and self-motivated. Our...
- ...client assets, ODDO BHF has three main business lines, based on a strong investment in market expertise: private banking, asset management and corporate and investment banking. In addition, ODDO BHF has strengthened its presence in Switzerland in 2021 with the acquisition...
- ...activities of the private bank and wealth management division providing insights and expertise that help senior colleagues make informed... .... Management of client relationships and provision of customer... .../Business Management and Relationship Management. You'll gain international...Recrutement immédiat
- ...students to join our 2027 Internship Program within our LFN Wealth Management Switzerland team in Geneva. You'll get to: • build an understanding... .... About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also...Horaire flexible
- ...based private bank, managing a small team Drive... ..., talent management, employee relations... ...Business Partner to senior management on all... ...initiatives. Advise managers and employees on employee... ...regulations. Manage HR reporting,... ...a private bank, wealth management institution...
- ...traitement de l'ensemble des requêtes clients au quotidien ; Cash management, virements, transferts ; Suivi des portefeuilles des... ...similaire et significative au sein d'une fonction similaire de Relationship Manager / Account Manager / Gestionnaire de Fortune ou Banquier...Entrepreneur
- ...shared vision for how we work together, the enduring relationships we build, and the consistency of our results.... ...Copenhagen, Singapore, and Scottsdale. Garda’s Risk Management team is looking for a Senior Risk Manager with a macro or rates background to join our team...
- ...coordinate a portfolio of international projects and partnership Manage key stakeholders, governance processes and operational... .... Stakeholder Engagement Build and maintain effective relationships with internal and external stakeholders. Coordinate governance...TemporaireTemps plein
EUR 135000 - EUR 145000 par année
Create, structure and elevate a global Enterprise Risk Management function. For experienced risk professional seeking ownership... ...creation of key strategic roles. Job Description: As Senior Risk & Compliance Manager, you will play a central role in the development and...- ...challenge We are currently looking for a Manager / Senior Manager to continue to grow our Audit... ...needs and develop strong advisory relationships with client personnel. Display... ...tasks, work on multiple assignments, and manage ambiguity. Strong commitment to...Temporaire
- ...career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An... ...clients. Internship - AI Software Engineer - AI-Powered Relationship Intelligence for Private Banking Private Banking professionals...Avec logement
- ...Resources, TMT, Banking, Insurance, Investment Management etc. Your projects will take you to... ...needs and develop strong advisory relationships with client personnel. • Display teamwork... ..., work on multiple assignments, and manage ambiguity. • Strong commitment to professional...Temporaire
- ...sector-focused strategy, management consulting and... ...across the asset and wealth management, alternatives... ...people. Exposure to senior leadership – whether... ...consulting engagements or manage projects for prestigious... ...knowledge of client relationship development and business...Backoffice
- You are a Senior Assistant RM / Account Manager or Executive. You speak Hebrew... ...service, deepening relationships, coordinating... ...across a broad range of wealth management,... ...candidate combines the relationship skills of a seasoned... ...through and ability to manage multiple priorities...
- ...Manage and administer a portfolio of legal entities across multiple jurisdictions Act... ..., succession planning matters, and wealth preservation arrangements while ensuring... ...business opportunities within existing client relationships and actively participate in business...
- ...regional banks. We support our clients with regulatory and risk management topics, including tailored solutions in the identification,... ...Geneva based financial institutions, especially banks and wealth/asset managers What’s in it for you Here at EY, you’ll have the...
- ...client processes and implementing services for new clients Managing account resourcing, budget, and delivery Developing and coaching... ...an advantage ~ Advanced Excel skills, with the ability to manage and analyze large and complex spreadsheets ~ Excellent analytical...
- ...ResponsibilitiesClient Coverage & Relationship Management Participate in and... .... Work closely with senior investment... ...investment research, manager reviews, and due diligence... ..., private bank, wealth management firm, external... .... Ability to manage multiple priorities while...
- ...CFO, COO and Risk Committee, with actionable recommendations * Manage counterparty and credit risk: scoring, credit limits, collateral... ...discretionary performance bonus * Direct visibility with C-suite and senior trading leadership * Intellectually demanding, international...
- ...Our client is an independent wealth management and multi-family office... ...seeking a Client Portfolio Manager / Investment Associate to join... ...ResponsibilitiesClient Coverage & Relationship Management Act as a key... ...-through. Ability to manage multiple priorities simultaneously...
- ...protect and grow our clients’ wealth - but not by any means... ...Compliance Business & Project Manager, you will report to the Compliance... ...to foster productive relationships and build consensus with a diverse... ...at all levels of seniority and technical knowledge;Strong...
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