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HOT JOBS

Gérant/e de Fortune avec Clientèle Suisse/France (Genève)

Gérant indépendant bien ancré à Genève depuis plusieurs décennies, à taille et à l'approche humaines y compris en matière de développement commercial, en pleine croissance et offrant la possibilité de devenir associé/e via son capital-actions, recherche à engager dès que possible

un/e Relationship Manager "Marchés Suisse/France", seul/e ou avec son équipe actuelle (assistants, secrétaires, ...)

Rôle

Acquérir et développer de nouveaux clients en priorité sur les marchés Suisse, France
Développer et entretenir une relation régulière avec la clientèle
Conseiller la clientèle sur la gestion et le développement du patrimoine en fonction de ses différents projets de vie
Effectuer une due diligence régulière de la clientèle dont vous aurez la responsabilité
Etre l’interface entre la clientèle, l'entreprise et les banques dépositaires variées et de premier ordre

Profil

Formation supérieure
Compétences techniques/produits élevées
Etre en possession d’un business plan à présenter
Solide réseau de relations
Plusieurs années d’expérience dans un rôle similaire
Personne de confiance possédant un esprit entreprenant et de synthèse, orientée solutions et analyse des besoins de ses clients
Excellent sens relationnel et organisationnel, aptitude à travailler en équipe
Dynamique, proactif, curieux-se, sens du service, très bonne gestion du stress et des priorités

Patrick Cusi, CEO

HELVETICBANKING | +41 22 525 50 50 | contact(at)helveticbanking.ch
Route du Grand-Lancy 34 CP 1471 - 1211 Genève 26

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TERMS & CONDITIONS

LEGAL NOTICE & PRIVACY POLICY

Preamble

By browsing the www.helveticbanking.ch website, you acknowledge that you have read and accept the terms of use and associated legal notices.

Terms and conditions of use

The entire content of our site is subject to copyright and, unless otherwise indicated, is the full and complete property of HELVETICBANKING. Opening, downloading or copying pages does not give rise to any rights (rights of use, intellectual property rights, etc.). Any reproduction, transmission (by any means), modification or use of our site for public, commercial or private purposes is strictly forbidden without prior written consent. Any illegal use of the contents and our site will be prosecuted.

Data protection measures

Your privacy and the security of your personal data are our top priorities. The information you transmit to us is treated with the utmost rigor. When you use our website and applications, we comply with current data protection legislation.

When you access our site or contact us electronically, your data is transmitted over an open network, accessible to all. Even though the data is transmitted in encrypted packets, the information concerning the sender and recipient is not encrypted. It is therefore possible that third parties may have access to this information.

Your data will only be processed for the purposes for which you provided it or in direct connection with these purposes. In the course of providing our services and measuring customer satisfaction, we may collaborate with independent companies. We strictly control these third parties, who are contractually bound to comply with data protection provisions.

By providing your personal data, you also consent to their use for marketing and advertising purposes, as well as for HELVETICBANKING' follow-up of existing and future customer relationships.

The confidentiality of e-mail communications is not guaranteed. Furthermore, any communication or request for information via this site has no legal value and cannot be considered as a transaction.

The use of electronic media (Internet, e-mail, etc.) involves risks of viruses and computer attacks against which you must take precautions.

Registration forms

Personal information collected via registration forms (surname, first name, address, telephone number or e-mail address) is used to send you information about our products and services and may be shared with others.

Personal data

During each visit to our website, specific cookies or web beacons may be used to collect non-personal data on the use of this website.

This data is protected against unauthorized access and is not shared with third parties outside HELVETICBANKING and the company that manages our website. We only analyze data anonymously and for statistical purposes. We do not use personal data unless the user has given his/her express permission.

Within HELVETICBANKING, personal data is transmitted and stored in a secure environment. We take all necessary measures to ensure that personal data is not accessible to third parties other than our authorized partners.

If you have any questions about data protection, please contact us at the following postal address:

HELVETICBANKING
Route du Grand-Lancy 34
PO BOX 1471
1211 Geneva 26 Switzerland

www.helveticbanking.ch or by e-mail at contact@helveticbanking.ch

Applicable law and jurisdiction

The exclusive place of jurisdiction for all disputes arising from the use of our website is the HELVETICBANKING headquarters in Geneva. Swiss law is exclusively applicable.