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Head of Private Banking - Lugano
Albedis SATicinoVor 30+ Tagen
StellenbeschreibungCurrently 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
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