Live opening · Posted 1 day ago
At a glance
The key details from the original listing.
About the role
Description supplied by the original job listing.
This is the opportunity to join a Swiss bank and contribute to the development of its dynamic and growing EAM market. If you have an entrepreneurial mindset and want to have a real impact within the business, don't hesitate and join us !
Proactively create a portfolio of self-acquired Clients with focus on the External Asset Managers market (EAM);
Monitor your pipeline according to the objectives (individual & team);
Create and build a trust-based relationship with the clients through regular and personalized contacts;
Ascertain and assess the client's financial situation and overall objectives with the support of a Team Head if needed;
Provide general wealth management services to the clients, namely by formulating integrated solutions based on the client's objectives.
Proactively promote the Bank's products and services to clients, by providing them with tailors-made investment solutions;
Degree in Finance or Economics;
Strong network within the EAM Market;
Very good interpersonal skills;
Open and sales oriented;
Displays genuine interest in people;
Expert in creating relationship with prospects with a proven track record;
Natural team player;
Persistent and persuasive;
Passionate about client service.
Employment type
Full-time
Work arrangement
No
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