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Junior Relationship Manager ITA / ENG 100% (m / f)
- 18 octobre
- Genève
- CDI
Our client is a well-established Wealth & Asset Management company in Switzerland, Luxembourg and other international financial places.
Integration in the structure ;
Client Relationship Management : Maintaining good client relationship with private clients, affluent and HNWI and answering all their requests;
Business Development: Identifying, targeting, and establishing relationships with potential clients in Italy and Ticino ;
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 Italian and Ticino markets ;
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.
Client Relationship Management & Business Development ITA / ENG
Independent Wealth Management Company in Geneva and Luxembourg
Diploma in Finance, Economics or Business;
Similar and significant first professional experience in client relationship management and / or business development with private clients ;
Capacity to build his own client portfolio and relationships with private clients, affluent clients and HNWI clients ;
Strong interest and knowledge to financial instrument and financial markets;
Good knowledge of MS Office and banking software;
Italian native language;
English fluent language;
French as an asset;
Easy going, willingness to learn, client oriented & sense of detail.
Our client offers a 100% permanent contract within a growing, dynamic and human-sized environment based in Geneva and Luxembourg. Some remote work could be possible sometimes on the job.
Integration in the structure ;
Client Relationship Management : Maintaining good client relationship with private clients, affluent and HNWI and answering all their requests;
Business Development: Identifying, targeting, and establishing relationships with potential clients in Italy and Ticino ;
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 Italian and Ticino markets ;
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.
Client Relationship Management & Business Development ITA / ENG
Independent Wealth Management Company in Geneva and Luxembourg
Diploma in Finance, Economics or Business;
Similar and significant first professional experience in client relationship management and / or business development with private clients ;
Capacity to build his own client portfolio and relationships with private clients, affluent clients and HNWI clients ;
Strong interest and knowledge to financial instrument and financial markets;
Good knowledge of MS Office and banking software;
Italian native language;
English fluent language;
French as an asset;
Easy going, willingness to learn, client oriented & sense of detail.
Our client offers a 100% permanent contract within a growing, dynamic and human-sized environment based in Geneva and Luxembourg. Some remote work could be possible sometimes on the job.
