27 Agent de banque H emplois à Plan-les-Ouates trouvés

Our client is a family-owned, well-established, and successful private banking group with a long and rich history of providing exceptional investment solutions, wealth management strategies and family office services to their clients. They are now looking to strengthen the Geneva based Greek and Cypriot private wealth desk with an experienced Private Banker Greece & Cyprus.

To strengthen their team in Geneva they are now seeking a high performing individual with great sense of ownership and servicing mindset, excellent ability to work under pressure and independently with good time management as a

Responsibilities:

• Responsible for managing and developing a private client portfolio consisting of high net worth and ultra-high net worth individuals from Greece and Cyprus.
• Developing and sustaining 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:

• At least 7-10 years of proven experience as (Senior) Relationship Manager/ Private Banker in Wealth Management
• Proven track record of relevant experience in client acquisition
• Proven track record of revenue generation and asset acquisition
• Sound 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

Do you see yourself as a responsible, hardworking and professional personality who is ready for an interesting challenge where you will face a variety of challenges and learning opportunities?

Please send your application documents including a picture by e-mail. For further information about this position you are welcome to contact Herr Stefan Niederer (041 784 18 86) at any time.

Freestar People AG

Herr Stefan Niederer

Senior Consultant

Bösch 82

6331 Hünenberg

041 784 18 86