Head of Private Banking - Lugano

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Head of Private Banking - Lugano, Ticino

Client: Albedis SA

Location: Lugano, Ticino

Job Category: Finance

Job Reference: bf1b466df95a

Job Views: 1

Posted: 02.05.2025

Expiry Date: 16.06.2025

Job Description:

• Lead a team of Relationship Managers
• 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 trends in 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 10 years in a similar position
• Currently managing and owning a portfolio of private clients
• Long and successful track record in advising and caring for private clients
• Experience in managing and developing people