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Lead a team of Relationship Managers - Prospecting and acquiring new clients and new assets of
U/HNWI private clients -
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
Currently working in a bank, an EAM, a multi-family office or a financial institute- Minimum
10 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 - Experience of
managing and developing people -
Teams are welcomed -
PMO - Private banking
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Avaloq Bioggio, SchweizCompany Description · Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and s ...
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Team Head Banking Operations
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Business Controller
vor 6 Tagen
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Head of Private Banking - Lugano, Schweiz - ALBEDIS
Beschreibung
INTRODUCTION:
FOR OUR CLIENT, A SWISS BOUTIQUE PRIVATE BANK, WE ARE LOOKING FOR A
HEAD OF PRIVATE BANKING - LUGANOPOSITION BASED IN
LUGANO, TEAM WELCOMED
ASSIGNMENT DESCRIPTION:
REQUIRED PROFILE: