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Senior wealth advisor

Genf
beBeeBanker
Inserat online seit: 7 Februar
Beschreibung

Unlock your full potential as a senior wealth advisor in a dynamic and forward-thinking banking environment.


We are seeking an experienced professional to join our team of expert advisors, dedicated to delivering personalized banking solutions to high-net-worth clients across Switzerland and Europe.




About the Role


The successful candidate will be responsible for growing and managing a portfolio of high-net-worth clients, leveraging their personal network to acquire new business opportunities. They will also deliver tailored, high-quality banking solutions that meet the unique needs of each client.




Key Responsibilities



* Grow and manage a portfolio of high-net-worth clients, leveraging existing relationships and networks to identify new business opportunities;

* Deliver exceptional customer service by providing tailored financial advice and guidance;

* Maintain strong knowledge of Swiss and European financial markets, regulatory requirements, and investment products;

* Collaborate with internal teams to develop comprehensive wealth management strategies for clients;
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