Head of Private Banking

vor 1 Woche


Lugano, Tessin, Schweiz Interim Group Vollzeit
FOR OUR CLIENT, A SWISSBOUTIQUE PRIVATE BANK, WE ARE LOOKING FOR A
HEAD OF PRIVATE BANKING - LUGANOPOSITION BASED IN
LUGANO, TEAM WELCOMED


  • Lead a team of Relationship Managers
  • Prospecting and acquiring new clients and new assets of
    U/HNWI 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

  • Currently working in a bank, an EAM, a multi-family office or a financial institute
  • Minimum
    10years 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 people

  • Teams are welcomed
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