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Account Manager - Institutional clients

Geneva Permanent Voir la description de poste
This role demands exceptional financial acumen, strategic advisory expertise, and a proven ability to cultivate and manage relationships with high-net-worth individuals and corporate stakeholders.

Added 15/01/2025

  • Largest banking group
  • Geneva

About Our Client

For our client, a major private bank, we are currently looking for an Account Manager - Institutional clients

Job Description

Key Responsibilities:

  • Conduct comprehensive market research and develop strategies to acquire and engage high-value clients, including corporations, principal shareholders, C-suite executives, and professional service providers.
  • Create compelling value propositions and pitch materials; lead workshops on sales management and client relationship strategies.
  • Perform initial client and market screenings to identify potential investment opportunities, leveraging industrial and financial analysis, as well as an established business network.
  • Serve as a dedicated advisor to senior executives, key shareholders, and businesses, providing guidance on investment strategies, treasury management, and broader banking needs.



The Successful Applicant



  • Experience:
    • A proven track record of at least +7 years in private banking, corporate banking, or investment banking, with a focus on key clients, family offices, and institutional clients
    • Extensive experience in relationship management and business development within a global context.


  • Skills:
    • Strong expertise in investment strategies, treasury management, M&A, and cross-border financing solutions.
    • Exceptional ability to develop tailored financial solutions and communicate complex concepts effectively to senior executives and high-profile clients.
    • Skilled at leveraging financial and industrial data for identifying investment opportunities.


  • Network and Market Knowledge:
    • Established network within the corporate, investment, and private banking sectors, with a deep understanding of market trends and client needs.
    • Familiarity with global and cross-border financial practices, particularly within Switzerland and key financial markets.


  • Personal Attributes:
    • Strong interpersonal skills with the ability to build trust and long-term relationships with high-value clients.
    • Results-oriented, proactive, and capable of working in a fast-paced, high-pressure environment.
    • Multilingual capabilities (e.g., English, French, and other relevant languages) to interact with a diverse client base.

What's on Offer

  • Attractive base salary complemented by a performance-based bonus structure.



Quote job ref
JN-012025-6634797

Job summary

Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Job Reference
JN-012025-6634797

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