Relationship Manager Swiss Onshore Market – Geneva/Lausanne/Zurich
Norman Alex
Lugano
vor 6 Tg.

You will develop and maintain a book of Swiss onshore clients and advise them on matters including investments and tax arrangements.

Your mission :

  • Generate AUM growth and revenue streams that will ensure the delivery of the financial plan and achievement of the business objectives
  • Responsible to bring your own book of min. AUM CHF 50 Mio. during the first year of employment
  • Responsible for leading, developing, and managing the assets under management and to generate the targeted income (rev between 500, 000 and 1m CHF)
  • Responsible to identify and develop business opportunities for client acquisition in the assigned region
  • Provide financial services to wealthy individuals, entrepreneurs, and family offices and establish sustainable and long term relationships
  • Develop and maintain a network of intermediaries related to the targeted markets
  • Coordinate client events (conferences and sponsored activities) and identify key actions with a high business potential
  • Ensure all business is conducted in compliance with local relevant laws, regulations, and bank internal policies
  • Interested candidates should contact Jerome Jouanneau-Courville on +41 22 310 9815 and please send your CV by e-mail to jcourvillenormanalex.com

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