Senior Relationship Manager

vor 2 Wochen

ticino, Schweiz Albedis SA Vollzeit

Description du poste • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Lugano • 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 Profil attendu • Currently working in a

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