Luxury Wealth Management Professional

vor 1 Monat


Genf, Genf, Schweiz Freestar People AG Vollzeit

Freestar People AG seeks an experienced and results-driven Senior Banker to join our team in Greece.

Estimated Salary: CHF 120,000 - 180,000 per year

About the Role

This is a challenging opportunity for a seasoned Wealth Management professional with extensive experience in client acquisition and relationship management. As a Senior Banker, you will be responsible for developing and sustaining relationships with high net worth and ultra-high net worth individuals from Greece and Cyprus.

You will work closely with internal experts to offer a wide range of banking, investment, and advisory services, ensuring compliance with regulatory requirements and internal policies. Your exceptional interpersonal skills and ability to communicate effectively will enable you to build trust with clients and colleagues alike.

Responsibilities
  • Manage and develop a private client portfolio consisting of high net worth and ultra-high net worth individuals.
  • Develop and sustain relationships in the region with frequent traveling to prospect new business and meet clients.
  • Provide tailored financial advice, investment strategies, and customized solutions to meet the clients' diverse needs.
  • Collaborate closely with internal experts to offer a wide range of banking, investment, and advisory services.
  • Ensure compliance with regulatory requirements and internal policies.
Requirements
  • A minimum of 7-10 years of proven experience as (Senior) Relationship Manager/ Private Banker in Wealth Management.
  • A proven track record of relevant experience in client acquisition.
  • A proven track record of revenue generation and asset acquisition.
  • Solid knowledge of the Greek and Cypriot market and its regulatory landscape.
  • Very good knowledge of products, services, global compliance aspects, and financial markets.
  • Exceptional interpersonal skills with the ability to communicate effectively and build trust with clients and colleagues.
About Us

Freestar People AG is a leading recruitment agency specializing in finance and banking jobs in Switzerland and abroad. We provide expert advice and support to job seekers and employers alike, helping them find the best fit for their career goals and business needs.



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