Relationship Manager Private Banking HNWI
vor 3 Wochen
Portefeuille de clients HNWI / UHNWI requis
Wealth & Asset Manager implanté en Suisse et à l'international
À propos de notre client
Notre client est une belle banque privée bien implantée en Suisse et sur l'ensemble des autres places financières internationales.
Description du poste
- Développement de la marque sur le marché local ;
- Développement et gestion de son portefeuille de clients privés HNWI / UHNWI ;
- Préparation des visites clients et prospects ;
- Lien avec les différentes banques dépositaires du groupe ;
- Ouverture et clôture des comptes bancaires et des mandats de gestion ;
- Advisory & Mandats discrétionnaires ;
- Passation des ordres de bourse ;
- Propositions des fonds d'investissements internes et externes ;
- Reporting clients et à la Direction ;
- Lien avec les autres départements de la société en Suisse et à l'international ;
Profil recherché
- Formation bancaire ;
- Expérience similaire conséquente en tant que Gestionnaire de Fortune et / ou Banquier Privé au sein d'une société de gestion, d'un family office ou d'une banque privée en Suisse ;
- Portefeuille de clients / prospects HNWI / UHNWI requis (à partir de 30 - 40 millions CHF AUM) ;
- Fort intérêt pour les marchés financiers et les instruments financiers ;
- Bonne maîtrise de la Suite MS Office et des programmes bancaires ;
- Fibre commerciale, esprit entrepreneurial, orienté(e) clients & autonome ;
- Sens de la confidentialité.
Informations complémentaires
- Forte possibilité d'évolution au sein de la structure
- Télétravail
- Structure en forte croissance
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