Senior Relationship Manager - Lugano

• 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

• 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

• Swiss National or valid C Permit

• Teams specialized on specific markets are welcomed