235 days ago on curriculum.ch

Gestionnaire de Fortune MEA (in)

Curriculum SA

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Gestionnaire de Fortune MEA (in)

14445Gestionnaire de Fortune MEA (in)BanqueGenève,Centre Ville, Rive Droite100%CHF. 180'000.00 Le posteManage 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. 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.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). Contribute to the improvement of the overall marketing activities. Autres points  MSOffice, Bloomberg, ... Vous  University degree in Economics, Finance or Business, CFA/CFPI an advantage·Several years of experience in private banking and client acquisition·Very good knowledge of international financial products ·Experience in dealing with Arab clients · Fluency in English and French. 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.
Intéressé(e) par ce poste ?Adressez directement votre dossier complet à : Olivier StulleinCurriculum SAmandat réf : 144456 boulevard de la TourEmail : os@curriculum.ch1205 GENEVEFax   : 0041 22 321 35 30
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