Desk Head ITALY

Albedis SA; Genf; Vor Ort; CHF 100’000 - 150’000; Vollzeit

Zusammenfassung

An established industry player is seeking a dynamic leader to head their team of Relationship Managers focusing on the Italian market in Switzerland. This role demands a strong ability to network and build lasting relationships within the Wealth Management sector. The ideal candidate will possess over a decade of experience, showcasing a successful track record in advising private clients and managing portfolios. If you are entrepreneurial, outgoing, and have a deep understanding of financial products and compliance, this position offers an exciting opportunity to make a significant impact in a thriving environment.

Qualifikationen

• Minimum 10 years of experience in Wealth Management.
• Proven track record in managing private client portfolios.

Aufgaben

• Lead a team of Relationship Managers for the Italian market.
• Advise clients on their financial needs and manage client portfolios.

Kenntnisse

Networking

Client Relationship Management

Wealth Management Knowledge

Financial Market Monitoring

Ausbildung

Bachelor's degree in Finance or related field

Jobbeschreibung

• Lead a team of Relationship Managers covering the Italian market in Switzerland
• Bring strong ability to network , build and maintain business relationships within the Wealth Management industry
• Prospecting and acquiring new clients and new assets of private clients from the Italianmarket
• 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

Profil attendu

• Currently working in a bank , an EAM, a multi-family office or a financial institute
• Minimum 10 years in a similar position
• Experience of managing and developing people
• Currently managing and owning a portfolio of private clients
• Entrepreneurial spirit with a highly committed and outgoing personality
• Long and successful track record in advising and looking after private clients in the Italian market
• Very good knowledge of products, services, global compliance aspects and financial markets
• Teams specialized on specific markets are welcomed