Senior Private Banking & Wealth Management Lead

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

Zusammenfassung

A financial services firm in Switzerland is seeking a Senior Relationship Manager to lead a team and manage a portfolio of high-net-worth clients. The role requires a proven track record in client advising, extensive experience in the financial sector, and leadership capabilities. Applicants should have a minimum of 10 years in a similar role, with a focus on acquiring and managing private clients. This position offers a unique opportunity to shape the business strategy within a dynamic wealth management environment.

Qualifikationen

• Minimum 10 years of experience in a financial role.
• Current management of a private client portfolio.
• Proven track record in advising private clients.
• Experience in managing and developing people.

Aufgaben

• Lead a team of Relationship Managers.
• Prospect and acquire new clients.
• Advise clients on financial needs.
• Monitor financial markets and trends.

Kenntnisse

Team leadership

Client relationship management

Financial advising

Market analysis

Jobbeschreibung

A financial services firm in Switzerland is seeking a Senior Relationship Manager to lead a team and manage a portfolio of high-net-worth clients. The role requires a proven track record in client advising, extensive experience in the financial sector, and leadership capabilities. Applicants should have a minimum of 10 years in a similar role, with a focus on acquiring and managing private clients. This position offers a unique opportunity to shape the business strategy within a dynamic wealth management environment.