Head of Private Banking - Lugano

Albedis SA
Ticino, Svizzera
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Description du poste

  • 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

Profil attendu

  • 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
  • Più di 30 giorni fa