Head of Private Banking

vor 3 Wochen


Lugano, Schweiz ALBEDIS Vollzeit
INTRODUCTION:
FOR OUR CLIENT, A SWISS BOUTIQUE PRIVATE BANK, WE ARE LOOKING FOR AHEAD OF PRIVATE BANKING - LUGANOPOSITION BASED IN LUGANO, TEAM WELCOMEDASSIGNMENT DESCRIPTION:
Lead a team of Relationship Managers
• Prospecting and acquiring new clients and new assets of U/HNWI private clientsAdvising 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 relationsREQUIRED PROFILE:
Currently working in a bank, an EAM, a multi-family office or a financial institute• Minimum 10 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• Experience of managing and developing peopleTeams are welcomed

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