SENIOR RELATIONSHIP MANAGER
Vor 2 Tagen
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Client:Albedis SA
Location:Job Category:Customer Service
Job Reference:d8b4d0ca2f03
Job Views:10
Posted:24.01.2025
Job Description:- Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Nordic markets.
- 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 5 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 in the Nordic markets.
- Very good knowledge of products, services, global compliance aspects and financial markets.
- Teams specialized on specific markets are welcomed.
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.
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