Relationship Manager - Banks / External Asset Manager

Genève Permanent View Job Description
Innovative, independent asset management firm known for its dynamic culture, offering bespoke wealth management services to HNWI and their families. The firm is built on a solid platform, with a dedicated team in investment, compliance, and client support, allowing them to deliver a concierge-level experience to its discerning clientele. They specialize in creating luxury, tailor-made financial solutions that set us apart from the traditional banking world.

Mise à jour le 13/01/2025

  • If you're looking for a new challenge & are ready to move from the banking world
  • You already have a strong portfolio and business plan to make this move

À propos de notre client

A young and dynamic Independent Asset Management Firm.

Description du poste

  • Manage and grow a portfolio of high-net-worth individuals (HNWI) and family offices.
  • Design and implement custom wealth management strategies that reflect each client's unique financial goals.
  • Leverage the firm's platform and resources to deliver top-tier, personalized financial solutions.
  • Build long-term, trusted relationships with clients, ensuring their satisfaction and retention.
  • Navigate complex financial markets, providing clients with timely and informed advice.



 

Profil recherché

  • Experienced wealth managers with a proven track record of success.
  • An entrepreneurial mindset, with the drive to succeed in an independent, flexible environment.
  • Strong network of HNWIs and the ability to cultivate long-lasting client relationships.
  • Deep understanding of wealth management and a passion for delivering bespoke financial solutions.
  • Motivation to provide exceptional, luxury-driven service to clients seeking tailored experiences.



 

Informations complémentaires

Transitioning from a traditional banking role to an independent wealth management firm offers unparalleled freedom and flexibility. At this firm, you'll have the autonomy to manage your clients as you see fit, supported by a robust infrastructure that allows you to deliver personalized, high-end solutions. Their bespoke, luxury approach ensures that your clients receive services that go beyond the ordinary, elevating their financial journey with a truly exclusive experience. We offer:

  • Tailor-Made Client Solutions: Provide flexible, bespoke wealth management strategies that are perfectly aligned with your clients' goals.
  • Concierge-Level Service: Cater to a select clientele with white-glove service, ensuring their financial and lifestyle needs are met with precision.
  • Solid Support Structure: Benefit from a strong platform, with expert teams in investment, compliance, and client support at your disposal.
  • Flexibility & Autonomy: Enjoy the freedom to make decisions that align with your clients' best interests, free from rigid banking constraints.
  • Luxury & Exclusivity: Offer high-net-worth individuals the exclusive, luxury-driven services they expect from a premier asset management firm.

If you're looking for a new challenge and are ready to move from the traditional banking world to a flexible, independent wealth management firm, we'd love to hear from you. Be part of a company where your expertise is valued, supported by a strong platform and a team that allows you the freedom to grow your business.

Contact
Sima Kebbe
Indiquer la référence de l'offre
JN-102024-6554315

Résumé du poste

Secteur
Banque & Services financiers
Spécialisation
Banque privée / RM / Gestion de patrimoine
Industrie
Financial Services
Localisation
Genève
Type de contrat
Permanent
Nom du consultant
Sima Kebbe
Référence de l´offre
JN-102024-6554315

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