Senior Relationship Manager - EAM - Private Equity Focus
INTRODUCTION :
FOR OUR CLIENT, A LEADING EAM SPECIALIZING IN THE FIELD OF PRIVATE EQUITY, WE ARE LOOKING FOR A
SENIOR RELATIONSHIP MANAGER
POSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMED
ASSIGNMENT DESCRIPTION :
- Prospecting and acquiring new clients and new assets of U / HNWI private clients
- Promotes advice on various alternative asset classes
- 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
- Teams specialized on specific markets are welcomed
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