Ficoba SA

RM Senior /Wealth Manager

Contrat

Fixe

Localisation

Genève

Temps de Travail

100.0%


Mission

Core Responsibilities
Client Strategy & Growth: Develop strategic plans for key accounts, identify new business opportunities, and achieve sales targets.
Trusted Advisor: Provide personalized advice, understand business goals, and offer solutions across multiple products/services.
Relationship Management: Serve as the main point of contact, build strong rapport, and manage client expectations.
Internal Collaboration: Work with internal teams (specialists, service officers, product teams) to deliver seamless service and solutions.
Problem Resolution: Handle escalated issues and conflicts for complex, priority clients.
Reporting & Feedback: Monitor account performance, report on activities, and relay client feedback to improve offering

Profil

Key skills
Experience: Significant proven success as a Relationship Manager, often requiring 10+ years in banking/asset management.
Minimum clients portfolio : 20 Millons CHF to be transferred (private, no institutional)
Communication: Exceptional interpersonal, negotiation, and presentation skills.
Analytical: Strong ability to analyze client needs, market trends, and data.
Business Acumen: Deep understanding of the industry, products, and sales processes.
Leadership: Ability to work independently, lead client engagements, and mentor others.

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