JOB DESCRIPTION

Our client is a Swiss private bank based in Geneva. Specializing in trade finance, asset management and customized banking solutions, it offers its private and institutional clients highly personalized services based on proven expertise and a customer-centric approach. The bank stands out for its ability to offer innovative, flexible solutions tailored to the complex needs of HNWI, UUHNWI and companies. Customers benefit from proactive wealth management, direct access to renowned experts, and discreet, secure banking services, guaranteeing tailor-made support and a long-term relationship based on trust.

RESPONSIBILITIES

- Develop and manage a portfolio of HNW/UHNW clients, primarily from the Middle East region;

- Provide bespoke investment and wealth planning solutions in line with the clients’ objectives, risk profile, and financial goals;

- Identify and onboard new clients through own network, business development activities, and strategic market initiatives;

- Collaborate with internal stakeholders including investment advisors, legal and compliance, and product teams to ensure top-tier service delivery;

- Ensure full adherence to regulatory and internal compliance requirements;

- Act as a senior ambassador of the bank in client meetings, conferences, and business development events focused on the ME region.

YOUR PROFILE

• Proven experience in wealth management client acquisition and development bringing with you at least eight years' experience in a similar role;
• CFA, CAIA, SAQ Wealth Management certification would be an asset;
• Existing network of contacts in the region covered and ability to exploit the potential of this acquisition effectively and sustainably;
• Experience in dealing with high-net-worth individuals, family offices and financial professionals;
• Risk awareness and high ethical standards;
• Strong communication skills with excellent presentation;
• Strong persuasion skills and resistance to customer pressure;
• Team spirit and ability to work independently;
• In-depth knowledge of "Swiss" asset management rules and regulations;
• Fluent written/spoken English and in the language of the field covered.

BENEFITS

- A dynamic, international, and client-focused working environment;

- Competitive compensation package with performance-based incentives;

- Access to robust platform capabilities and a wide range of products and services;

- Opportunity to grow and make a significant impact in a strategic market.