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Poste disponible :
8695
banque-finance-comptabilité relationship manager - middle east Poste fixe |
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Descriptif :
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within a well-known private bank based in geneva, your main responsibilities will be as follow: manage existing clients and acquire new private clients identify client investment needs provide clients with investment advice, assets allocation, portfolio review and rebalancing introduce wealth management; sell banking products and services in line with the bank's strategy your main tasks will be as follow: 1/client contact and wealth management: initiate contact with potential and existing clients for new acquisitions and/or strengthening/increasing existing relationships (at least monthly) collect client information perform risk profiling identify client investment needs evaluate contact results convey contact results to the “investment team” review proposals and product offerings with the “investment team” prior to submitting to ensure conformity with client needs present investment proposals and initiate execution once understood and approved by the client perform periodic portfolio reviews with the “investment team” for rebalancing and providing proactive advice to clients contribute to the realization of the required level of profit in line with the agreed business plans and within regulatory requirements. 2/relationship management and servicing : manage client portfolios (daily cash and non cash transactions) conduct weekly / monthly calls to existing clients assess client satisfaction and reports any complaints to management negotiate fees and charges to be applied on client portfolios provide “non-investment” services (i.e. purchase of jewelry / medications, payment of bills related to residences, etc.) 3/other tasks : contribute to the improvement of the overall marketing activities. |
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Personnalité :
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strong communication and sales skills ability to work independently as well as in a team initiative, dynamic with a results- and service- oriented approach strong self-motivation and commitment to succeed high credibility and reliability |
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Expérience :
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several years of experience in private banking and client acquisition. very good knowledge of international financial products. experience in dealing with arab clients. |
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Diplômes :
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university degree in economics, finance or business, cfa/cfpi an advantage. |
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Nationalité :
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swiss or valid work permit |
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Salaire :
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to be negociated 13 mensualités |
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Langues :
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English : écrit excellent , oral excellent French : écrit bon, oral bon |
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Logiciels :
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