Relationship Manager

Stellenbeschreibung

Aufgaben

• Acquire a sizable NNM from a HNW and UHNW prospects
• Manage the acquired portfolio as a team with the Investment Advisor
• Ensure that prospect/client needs are assessed, and risk appetite is understood and respected
• Drive growth by building a long term, sustainably profitable client book by New Client Acquisition

Hauptaufgaben

• develop and maintain trustworthy client partnerships with the main focus on strategic advice
• implement a quantitative prospect development plan with measurable actions

Anforderungen

• previous experience in wealth management
• extensive knowledge of financial products
• proven track record in finding solutions
• great at building networks and connections
• extremely organized, with great planning and management
• excellent communicator, with great presence
• fluent in English and Arabic

Wir bieten

• new challenges
• a supportive team
• opportunities to grow
• flexible working options when possible
• an inclusive culture

Team und Arbeitsumfeld

• You'll be working in Team Egypt in Genève, within our Wealth Management business
• You will work alongside various specialists (Investment bank, wealth planning, asset advisory, private banking) in a dynamic environment

Karrierechancen

• We are open to applications from candidates who are looking to restart their career