• 23 février 2023
  • INT-040707
Offre d'emploi Senior Relationship Manager - Lugano à Ticino
  • picto spécialisation Banque Banque
  • 23 février 2023
  • INT-040707
Offre d'emploi Senior Relationship Manager - Lugano à Ticino

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

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

Votre contact

albedis
julian tavares
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