Head of Private Banking - Lugano

Lugano , Ticino, Switzerland

Type: n/a

Category: Finance & Accounting

Requirements: English
Company: WhatJobs
Region: Lugano , Ticino

• 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

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