For a leading international bank in Switzerland or Greece, we are looking for a Wealth Management Senior Relationship Manager to develop the Greek market. In this role, you will serve as the key contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, embodying the bank’s values both externally and internally. Roles as Head of Greece are also available.
Key Responsibilities
* As Relationship Manager, you will nurture and leverage your existing network to acquire (U)High-Net-Worth individuals from Greece, while providing customised investment solutions.
Skills and Qualifications
* Minimum of 4-5 years of experience in wealth management, advising Greek U/HNWIs and managing substantial portfolios.
* Proven ability to build and maintain new relationships with (U)High-Net-Worth Greek clients through your network.
* Knowledge of local and global financial markets, and economic trends.
* Experience in investment advisory and portfolio management is a plus.
* Flexibility to travel as required.
This position will be based in Zurich or Athens.
Candidates with lateral profiles from Investment Banking, Corporate Banking and other relevant fields, with proven access to U/HNWI networks in Greece, are also welcome to apply.
For opportunities in other locations, please feel free to reach out to: simona@kt-consulting.ch
#Client Advisor #Private banker #Investment Consultant #Investment Advisor #Relationship Manager
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