Senior Relationship Manager - Lugano
FOR OUR CLIENT, ASWISS PRIVATE BANK, WE ARE LOOKING FOR A
SENIOR RELATIONSHIP MANAGER
POSITION BASED IN LUGANO, TEAM WELCOMED
• Prospecting and acquiring new clients and new assets of U/HNWI private clientsfrom 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
• 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
• Very good knowledge of products, services, global compliance aspects and financial markets
• Swiss National or valid C Permit
• Teams specialized on specific markets are welcomed
About the company
