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Client: Albedis SA
Location: Job Category: Finance
Job Reference: bd2b40bde23c
Job Views: 12
Posted: 21.01.2025
Expiry Date: 07.03.2025
Job Description: Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Swiss market
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 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
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