INTRODUCTION :
FOR OUR CLIENT, A RENOWNED SWISS PRIVATE BANK, WE ARE LOOKING FOR A
SENIOR RELATIONSHIP MANAGER - NORDIC MARKETS
POSITION BASED IN ZURICH OR GENEVA, TEAM WELCOMED
ASSIGNMENT DESCRIPTION :
- Prospecting and acquiring new clients and new assets of U / HNWI private clients from the Nordic markets
- 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 in the Nordic markets
- Very good knowledge of products, services, global compliance aspects and financial markets
- Teams specialized on specific markets are welcomed
Più di 30 giorni fa