Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse)
entrepreneurial Team Head and Senior Relationship Manager (m/w/x)
Vollzeitnur vor OrtSenior
Genf
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
Nejo KI-Zusammenfassung
Acquiring and onboarding Swiss Onshore UHNW clients, demonstrating deep understanding of their businesses and wealth. 15+ years of private banking relationship selling experience required. Daily client team collaboration, 4-week workation option.
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Anforderungen
- 15+ years of experience
- Extensive Private Banking experience in Swiss onshore UHNW market
- Experience working with/leading client teams and transactions
- Demonstrated track record in relationship selling
- Bachelor's/University degree
- Master's degree preferred
Aufgaben
- Identify and contact Swiss Onshore prospects
- Convert prospects into clients
- Demonstrate understanding of clients' businesses and wealth generation
- Anticipate financial implications of client life and business events
- Serve as a trusted advisor for financial matters
- Build multi-generational client family relationships
- Manage client expectations regarding services
- Maintain understanding of client goals and risk tolerance
- Uncover unarticulated client needs
- Bring together product experts for long-term solutions
- Help clients achieve wealth creation and management goals
- Develop tailored investment, risk management, and financing solutions
- Set challenging goals and monitor progress
- Plan and prioritize activities for revenue growth and client satisfaction
- Establish a referral network for new sales
- Close deals with appropriate concessions
- Help team members gain client credibility
- Demonstrate commitment to team success
- Encourage teamwork to deepen client relationships and exceed sales goals
- Align team members' skills for client effectiveness
- Build relationships with support groups to resolve issues
- Follow standard procedures and advocate for exceptions
- Ensure compliance with regulatory requirements
- Minimize potential liability for Citi
- Ensure strong controls and effective operational services
- Partner with colleagues across the Citi network
- Ensure seamless execution of internal processes and services
- Prioritize and escalate issues for resolution
- Communicate risks involved with investment strategies
- Establish credibility and trust with colleagues
- Maintain high personal and professional integrity
- Report illegal or improper transactions
- Comply with client acceptability policies
- Understand Citi's products and services
- Apply in-depth knowledge of investment and financing products
- Identify business opportunities for specific client segments
- Assess risk in business decisions
- Safeguard Citigroup, its clients, and assets
- Drive compliance with laws, rules, and regulations
- Adhere to policy and ethical judgment
- Manage and report control issues with transparency
Berufserfahrung
15 Jahre
Ausbildung
Bachelor-AbschlussODER
Master-Abschluss
Sprachen
Englisch – verhandlungssicher
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Citi supports clients with financial services and solutions globally, emphasizing equal opportunity and accessibility.
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