Description du poste
* Prospecting and acquiring new clients and new assets of U / HNWI private clients from Lugano
* 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 5 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
* 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
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