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
10 giorni fa