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Head of Private Banking
vor 1 Woche
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 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
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 people
- Teams are welcomed
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