Relationship Manager - Private Banking (100%)

Relationship Manager - Private Banking (100%) #

Workplace: Genève | Sector : Private Banking | Function: Relationship Manager - Private Banking

We are a privileged partner to medium and large companies, entrepreneurs and wealthy private clients. We offer tailored financing, investment and savings solutions to our clientele, in partnership with the services of the Crédit Mutuel Alliance Fédérale group, in a spirit of supporting the Swiss economy and its actors. Our financial institution employs more than 480 employees across eight sites in Switzerland. In addition to our headquarters in Bâle, we have branches in Fribourg, Genève, Lausanne, Lugano, Neuchâtel, Sion and Zurich.

What if we wrote the next step of your career together?

Your Mission ##

• Advise our clients holistically and in an orientation towards their needs, helping them optimize their financial situation and actively recommending the corresponding banking products and services.
• Solicit and collaborate with internal services (legal, tax, compliance, credit, investment expert, etc.) and/or external services depending on the client's needs in order to define an investment strategy and offer investment, financing and wealth structuring solutions adapted to the client's needs and in compliance with the Bank's commercial policy.
• Maintain and ensure the follow-up of the commercial relationship, through regular contacts with clients (telephone, visits, events, etc.) in order to keep them informed of the evolution of their assets, financial and tax news, to build loyalty with the aim of accompanying them throughout their lives and thus creating development opportunities and sustaining the relationship.
• Ensure compliance and documentation of the client relationship (KYC, AML, MIFID, etc.), and transactions (KYT) in accordance with the Bank's procedures in order to respect regulations and preserve the good reputation of the Bank.
• Develop the existing client base, identify opportunities for entering into relationships and developing the client base in order to acquire new clients and take charge of prospects that come to the Bank in order to establish a commercial relationship
• You encourage collaboration within the bank by developing and transferring your clients to other segments and by calling upon specialists.
• Stay informed of news (economic, tax, etc.) and regulations in order to have adequate knowledge to meet client needs and advise them pertinently.

Your Profile ##

Benefiting from a solid banking education (university, higher school or CFC) ideally supplemented by an SAQ CWMA certification, you have proven experience in wealth management and are able to identify and prospect new clients through your entrepreneurial spirit and your knowledge of the Genevan socio-economic fabric. You possess great interpersonal skills, negotiation skills, a good sense of initiative and a developed sense of responsibility. You are a positive and communicative person who places great importance on teamwork. A native French speaker, you also have very good knowledge of English (B2).

Our Offer ##

Joining CIC (Suisse) means evolving in a dynamic and entrepreneurial environment where skills development is at the heart of our values. Thanks to a human-sized structure, we cultivate proximity, reactivity and autonomy, with short decision-making circuits. Here, everyone can innovate, dare and fully express their potential. Whether you are at the beginning of your career or an expert in the banking sector, you will evolve in an attractive working environment where talent makes the difference and where real development opportunities allow for active participation in the growth of the bank.

Start date: immediate or to be agreed.

APPLY NOW

Contact ##

Nathalie Mohr

Talent Aquisition & Employer Branding Specialist

+41 22 839 35 60