Relationship Manager

vor 2 Monaten


Lugano, Schweiz Aru Sa Vollzeit

Data di pubblicazione: Pubblicato il 02/10/2023

Importante realtà che opera nel settore della gestione patrimoniale ci ha incaricati di ricercare un/una:

Posizione: Wealth Management Specialist

Il/la candidato ideale, a diretto riporto del CEO, si occuperà di gestire progetti di Wealth Management per i propri clienti e di sviluppare il proprio portafoglio nelle aree di competenza. Mantiene uno stretto rapporto con la sua clientela, offrendo una consulenza in base alle specifiche esigenze anche grazie alla collaborazione e alle sinergie con il gruppo già esistente.

Requisiti:

  1. Esperienza pregressa di almeno 5 anni in ruoli analoghi sul territorio svizzero.
  2. Provenienza da istituti bancari, società di Wealth Management o Family Office.
  3. Possesso di un proprio portafoglio senza vincoli di area geografica.
  4. Obiettivo di sviluppo nell’arco di 12/18 mesi.

La figura ricercata verrà inserita all’interno di un contesto aziendale che si caratterizza per l’attenzione nei confronti del cliente, forte sensibilità alla customer satisfaction, cultura meritocratica e spirito imprenditoriale.

Sede di lavoro: Lugano

Gli interessati sono pregati di inviare un dettagliato curriculum vitae al seguente indirizzo: staff@aru-sa.com citando il Rif. RM. Non verranno prese in considerazione candidature che non rispondono ai requisiti richiesti.

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