Head of Private Banking - Lugano - ALBEDIS - HELP
INTRODUCTION:
FOR OUR CLIENT, A SWISS BOUTIQUE PRIVATE BANK, WE ARE LOOKING FOR A HEAD OF PRIVATE BANKING - LUGANO POSITION BASED IN LUGANO, TEAM WELCOMED ASSIGNMENT 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 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 REQUIRED PROFILE:
• 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 looking after private clients • Experience of managing and developing people • Teams are welcomed