Director, Relationship Manager, UK Clients - Geneva

Cooper White Group
Geneva, Switzerland
07 Jun 2022
07 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our clients are a British owned multinational Asset Management company with a banking license in Switzerland where they have established a strong Private Banking holding over $500Bn in Assets under Management. The bank is family owned, extremely actively in ESG and truly client orientated to the core of their existence.

One of the strongest players in the world for investments, experts in Asset Management and Private Equity, they are held in extremely high regard by the market.

Role: Relationship Manager, UK Res & Non-Dom clients

Title: Director

Location: Geneva, Switzerland

You will be reporting into the Head of UK that sits in Geneva

  • To cultivate strong client relationships by using personal network, and prospecting across the UK markets and targeting wealthy British individuals living abroad.
  • Actively engaging with all stakeholders of the bank to optimize your working ability internally.
  • Communication and team support are absolutely key; the bank hold culture higher than any other measure.
  • Constant market opportunity creation, pitching investment ideas to clients and truly providing a holistic, tailor made service.
  • Acquire and manage New to Bank, private U/HNWI clients and assets, generating revenue
  • Identify areas of potential financial growth and investment product ranges in line with banks' business development strategy.
  • A long-term view on client relationship building.

  • Business Plan of $150m of net-new assets.
  • Clients: Professionals, Executives and Entrepreneurs
  • >$1m in minimum investments, with the view to increase clients above the bank's average of $5m.
  • Maintain revenue at an average of 70 basis points.
  • Motivation to excel in title and responsibilities.

Languages: English (mandatory), French (desirable)

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