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    Senior Relationship Manager - Lugano, Schweiz - Albedis

    Albedis
    Albedis Lugano, Schweiz

    vor 3 Tagen

    Albedis background
    Ganztags
    Beschreibung




    INTRODUCTION:

    FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR A
    SENIOR RELATIONSHIP MANAGERPOSITION BASED IN
    LUGANO, TEAM WELCOMED





    ASSIGNMENT DESCRIPTION:


    • Prospecting and
      acquiring new clients and new assets of
      U/HNWI private clients from Lugano

    • Advising both existing as well as new clients on all aspects of their financial needs
    • Closely monitoring the financial markets and the trends in the field of international wealth management
    • Define and execute a business plan based on the team's clientele and network of relations




    REQUIRED PROFILE:



    • Currently working in a bank, an EAM, a multi-family office or a financial institute
    • Minimum
      5 years in a similar position

    • Currently managing and owning a portfolio of private clients
    • Long and
      successful track record in
      advising and looking after private clients
    • Very good knowledge of products, services, global compliance aspects and financial markets
    • Swiss National or valid C Permit

    • Teams specialized on specific markets are welcomed
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