Job Opportunities

Client Relationship Manager

On behalf of a prestigious bank based in Geneva, we are currently looking for a

 

CLIENT RELATIONSHIP MANAGER

 

Your mission

Providing wealth management related matters to the EFOS Department (Entrepreneur & Family Office Services).

 

Your responsabilities:

  • Client investment advice, daily client facing
  • Verifications of the transactions execution (trades and transfers)
  • Follow-up of management mandates
  • Management of deadlines, follow-up on account queries and statements Monitoring of account openings
  • Meeting preparation and subsequent reporting on client visits
  • Preparation of credit lombards/mortgage requests
  • Execution of general tasks, including day-to day correspondence, faxing, mailing Management of credit card enquiries
  • Participation in the Strategic and Asset Allocation Committees

Your profile: 

  • Fluent in French, English and Russian
  • University degree, CFA an advantage
  • Approx. 10 years of experience in a similar position
  • Good knowledge of Microsoft Office based applications as well as banking systems
  • Good knowledge of financial products
  • Very good knowledge of client’s transactions
  • Client facing skills
  • Ability to travel
  • Conscientious, well organized and with a flexible approach
  • Excellent presentation
  • Swiss domiciliation

We kindly ask you to apply online.

Please send if it is possible your CV in both Word and PDF.

 




 Apply