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- 17 janvier 2022
- INT-025149
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Banque
- 17 janvier 2022
- INT-025149
Description du poste
• Prospecting and acquiring new clients and new assets of HNW/UHNW 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 3 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 in the Iberian market
• 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