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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.

L'offre d'emploi a été publiée il y a 19 jours
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