Head of Private Banking
vor 3 Wochen
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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