Head of Private Banking - Lugano

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

Zusammenfassung

An established industry player is seeking a seasoned financial advisor to drive client acquisition and manage a portfolio of high-net-worth individuals. This role involves closely monitoring financial markets and trends while executing a strategic business plan tailored to the team's clientele. The ideal candidate will have over 10 years of experience in wealth management, demonstrating a successful track record in advising private clients and managing teams. Join a dynamic environment where your expertise will contribute to shaping the future of wealth management.

Qualifikationen

• Minimum 10 years in a similar position with a successful track record.
• Experience managing and advising private clients.

Aufgaben

• Prospecting and acquiring new clients and assets.
• Advising clients on financial needs and monitoring market trends.

Kenntnisse

Client Acquisition

Financial Advisory

Market Monitoring

Business Planning

Portfolio Management

People Management

Jobbeschreibung

• Prospecting and acquiring new clients and new assets of U / HNWI private clients
• 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 10years 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
• Experience of managing and developing people