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Relationship Manager - Portugal/Spain

Relationship Manager - Portugal/Spain

Banks / Business
  • Permanent full time
  • Reference : INT-025149
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Details

  • Region Geneva (Canton)
  • Type of contract Permanent full time
  • Sector of activity Banks / Business

Introduction

FOR OUR CLIENT, A BOUTIQUE SWISS PRIVATE BANK, WE ARE LOOKING FOR A
RELATIONSHIP MANAGER - PORTUGAL/SPAIN
POSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMED

Description of the mission


• Prospecting and acquiring new clients and new assets of HNW/UHNW 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 3 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 in the Iberian market
• Very good knowledge of products, services, global compliance aspects and financial markets
• Swiss National or valid C Permit
• Teams specialized on specific markets are welcomed

Information

  • Reference INT-025149
  • Published on 17 janvier 2022
  • ConsultantJulian TAVARES