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Senior Relationship Manager
vor 3 Wochen
Ihre Hauptaufgabenbereiche lauten wie folgt:
- Sie bauen Ihr Kundenportfolio auf dem lokalen oder internationalen Markt auf, binden vorhandene Kunden und stellen den Kontakt zu diesen Kunden sicher
- Sie analysieren alle Vermögenswerte der Kunden und beraten sie in Fragen wie Investitionen, Vermögensverwaltung, Finanzplanung usw
- Sie nehmen eine Ertragsanalyse für verschiedene Immobilien unter Berücksichtigung verschiedener Risikofaktoren vor
- Sie verwalten die Konten Ihrer Kunden und bereiten die für sie bestimmten Dokumente vor
- Sie besitzen ausgezeichnete Kenntnisse in den Bereichen Bankrechtsvorschriften, Compliance, KYC und anderen
Anforderungsprofil
- Sie verfügen über mindestens 10 bis 15 Jahre Erfahrung als erfolgreiche(r) Privatkunden-Assetmanager(in).
- Sie besitzen einen Kundenstamm, der Ihnen treu ist
- Sie besitzen in diesem Bereich eine Hochschulausbildung
- Sie schätzen den Kontakt mit den Kunden und sind kaufmännisch orientiert
- Sie sind dynamisch, autonom und organisiert und führen Ihre Aktivitäten erfolgreich durch
- Sie beherrschen als Voraussetzung unbedingt die französische Sprache, Englisch und eine weitere Sprache
Wenn Sie Ihr Potenzial in einem unternehmerischen und anregenden Umfeld ausschöpfen möchten, schicken Sie bitte Ihre Bewerbung per E-Mail an:
Marie-France Tischhauser
Personalleiterin
mtischhauser@pleion.ch
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