For one of our clients, a a global investment and advisory firm in Geneva, we are looking for a Chief of Staff who will be responsible for optimizing the day to day of the wealth management business (consisting of Client Support, Relationship Management, and Wealth Governance) and implementing the agreed corporate strategy for the department across all of the firm’s offices. This leadership position is at the helm of a constantly changing portfolio of projects that require sophisticated problem solving, commercial,and organizational skills.

Responsibilities:

The role has commercial, strategic, managerial, and operational aspects to it including:

• Commercially, the role holder will:
  – support business development and sales efforts by deriving actionable insights from sales activities.
  – identify best practices when engaging in business development and prospect conversion; share
  these across the relationship management team.
  – enable the firm to capitalise on prospect, client, and relationship manager feedback by channelling
  it into the firm’s marketing activities, investment offering, and WM services so that these remain
  competitive. The role therefore entails pro-active inter-departmental engagement, particularly with the Investment Office, Finance, Marketing, and Digital leads.
• Strategically, the role holder will contribute to the firm’s strategic efforts. To do so, they will gather industry knowledge and propose strategic initiatives for the WM business to the Head of WM. Such initiatives will take into consideration factors including industry trends, evolution of the regulatory environment, client and prospect feedback, relationship manager feedback, and M&A opportunity.
• Managerially, the role holder will pro-actively and collaboratively work on the creation, execution, and oversight of business plans to:
  – achieve WM targets in relation to revenue, profitability, client satisfaction, client servicing, and
  advisory product penetration.
  – optimise talent management to keep the skills of WM talent up to date and WM resource resilient in the face of changing business needs, employee absences, and employee succession.
• Operationally, the role holder will contribute to the identification and resolution of matters that negatively impact prospecting, on-boarding, and the day-to-day servicing of clients as well as contribute to the optimization thereof through collaboration with internal team members such as the COO (e.g., process-level matters)

Profile:

• 3+ years of wealth management industry experience
• Bachelor’s Degree (Masters preferred) ideally in a field related to Business Management,
  Finance, or Economics
• Specific knowledge of the investment industry (financial instruments, workflows, major
  players, trends, etc.)
• Entrepreneurially minded and client-centric
• Excellent verbal and written communication skills in English, and ideally French too
• Demonstrable leadership, management, and inter-personal skills; including ability to make
  tough decisions, to change and adapt quickly, while remaining focused on customers and
  executing business initiatives
• Strong sense of prioritization and business planning skills; both tactically and strategically
• Strong negotiation skills and the ability to influence internal business partners
• Superb business judgment and ability to think through complex business issues while
  maintaining a very high bar in execution (drive excellence in services, hiring, etc.)

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview.