We are now recruiting for a Junior Relationship Manager (Wealth Management)

Core duties include:

• Maintaining and developing quality customer relationships by executing private customer's instructions (trading orders administrative instructions, transfers );
• Supporting Senior Relationship Managers / Private Bankers in their daily activities, namely developing quality customers in private management, selecting and analysing securities and investment funds making up the portfolios
• Maintaining and developing quality customer relationships by executing private customers' instructions (trading orders, administrative instructions, transfers)
• Managing the daily activities related to External Asset Managers' requirements;
• Supporting any administrative duties in relation with these tasks;
• Performing tasks such as updating client's files in line with existing regulations upon Legal / Compliance guidance (QI, FATCA);
• Bank Account Opening / Closing process in co-ordination with the Compliance / Central File Departments;
• Representing the company's Group and its core values
• Complying with company's policies, procedures, systems and controls.

We require him to have the following:

• Bachelors of finance, economics or business
• English speaker, with French being an advantage. German would also be a plus
• 2-3 years experience in wealth management / banking/private banking or fiduciary / trust services
• Western/ European culture to compliment client portfolio

In terms of soft skills, the incumbent will demonstrate:

• Intelligence and the ability to think ahead (foresee potential risk and problems)
• Ambition with patience and humility
• Confident in taking responsibility, using initiative and being innovative, without arrogance
• The ability to provide credible & knowledgeable advice, and solve problems.
• Proactivity, self -motivated, desire to learn
• Team spirit
• Service orientation, humility, helpful persona
• Capable under pressure
• Ask questions, be curious
• Detail focussed
• Responsive/ Reactive
• Good listener
• Reliable

Main Skills We are now recruiting for a Junior Relationship Manager (Wealth Management) Core duties include: • Maintaining and developing quality customer relationships by executing private customer's instructions (trading orders administrative instructions, transfers ); • Supporting Senior Relationship Managers / Private Bankers in their daily activities, namely developing quality customers in private management, selecting and analysing securities and investment funds making up the portfolios • Maintaining and developing quality customer relationships by executing private customers' instructions (trading orders, administrative instructions, transfers) • Managing the daily activities related to External Asset Managers' requirements; • Supporting any administrative duties in relation with these tasks; • Performing tasks such as updating client's files in line with existing regulations upon Legal / Compliance guidance (QI, FATCA); • Bank Account Opening / Closing process in co-ordination with the Compliance / Central File Departments; • Representing the company's Group and its core values • Complying with company's policies, procedures, systems and controls. We require him to have the following: • Bachelors of finance, economics or business • English speaker, with French being an advantage. German would also be a plus • 2-3 years experience in wealth management / banking/private banking or fiduciary / trust services • Western/ European culture to compliment client portfolio In terms of soft skills, the incumbent will demonstrate: • Intelligence and the ability to think ahead (foresee potential risk and problems) • Ambition with patience and humility • Confident in taking responsibility, using initiative and being innovative, without arrogance • The ability to provide credible & knowledgeable advice, and solve problems. • Proactivity, self -motivated, desire to learn • Team spirit • Service orientation, humility, helpful persona • Capable under pressure • Ask questions, be curious • Detail focussed • Responsive/ Reactive • Good listener • Reliable He will be offered a Contract of European /Swiss hours and will therefore woke Monday to Friday, following the Swiss public holiday schedule. This is a growth role where he will be given the opportunity to take over responsibility of some client relationships, in time. It is predominantly "farming" however we require someone who can develop strong relationships with existing clients, and meet the very high expectations imposed on a Swiss private bank. In addition, they will have responsibility for growing new business through following up new clients referrals and networking.

Industry Financial services

Functions Operations

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