Save Job Back to Search Job Description Summary Similar Jobs added 22/04/2025Client Relationship Management & Business Development GER / ENGWealth & Asset ManagerAbout Our ClientOur client is a well-established Wealth & Asset Management company in Geneva and other international financial places.Job DescriptionIntegration in the structure ;Client Relationship Management : Maintaining good client relationship with private clients, affluent, HNWI and UHNWI and answering all their requests;Business Development: Identifying, targeting, and establishing relationships with potential clients in Germany and Swiss-German part ;Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities;Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions;Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the German market and the Swiss-German market;Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners;Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction.Participation of the day to day in the office. The Successful ApplicantDiploma in Finance, Economics or Business;Similar and significant first professional experience in client relationship management and / or business development with private clients ;Strong interest and knowledge to financial instrument and financial markets;Good knowledge of MS Office and banking software;German native language;English fluent language;French as an asset;Easy going, willingness to learn, client oriented & sense of detail.What's on OfferOur client offers a 100% permanent contract within a growing, dynamic and human-sized environment. Some remote work could be possible sometimes on the job.Quote job refJN-022025-6661238Job summaryJob FunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerIndustryFinancial ServicesLocationGenevaContract TypePermanentJob ReferenceJN-022025-6661238Job NatureHome Office