Head of Private Banking

vor 2 Wochen


Lugano, Schweiz Albedis Vollzeit
INTRODUCTION:
FOR OUR CLIENT, A SWISS BOUTIQUE PRIVATE BANK, WE ARE LOOKING FOR A HEAD OF PRIVATE BANKING - LUGANO POSITION BASED IN LUGANO, TEAM WELCOMED

ASSIGNMENT DESCRIPTION:
Lead a team of Relationship Managers
• Prospecting and acquiring new clients and new assets of U/HNWI private clientsAdvising 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

REQUIRED PROFILE:
Currently working in a bank, an EAM, a multi-family office or a financial institute • Minimum 10 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 • Experience of managing and developing peopleTeams are welcomed

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