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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:
1. Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Swiss market
2. Advising both existing as well as new clients on all aspects of their financial needs
3. Closely monitoring the financial markets and the trends in the field of international wealth management
4. Define and execute a business plan based on the team's clientele and network of relations
Profil attendu
1. Currently working in a bank, an EAM, a multi-family office or a financial institute
2. Minimum 5 years in a similar position
3. Currently managing and owning a portfolio of private clients
4. Long and successful track record in advising and looking after private clients
5. Very good knowledge of products, services, global compliance aspects and financial markets
6. Swiss National or valid C Permit
7. Teams specialized on specific markets are welcomed
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