Détails

FOR OUR CLIENT, A BOUTIQUE SWISS PRIVATE BANK, WE ARE LOOKING FOR A

RELATIONSHIP MANAGER - PORTUGAL/SPAIN

POSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMED

YOUR RESPONSIBILITIES

• 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

YOUR PROFILE

• 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

Please contact Julian Tavares, +41 79 517 66 76 or address your application to julian.tavares@albedis.ch

Albedis is a Swiss recruitment firm part of Interiman Group, active in executive & talent search for banks and financial institutions

Informations