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Senior Relationship Manager - Lugano
Albedis SATicinoVor 30+ Tagen
StellenbeschreibungCurrently 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 Swiss National or valid C Permit Teams specialized on specific markets are welcomed
Description du poste
- Prospecting and acquiring new clients and new assets of U / HNWI private clients from Lugano
- 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