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.
Proactively create a portfolio of self-acquired Clients with focus on European Markets;
Monitor your pipeline according to the objectives (individual & team);
Create and build a trust-based relationship with the clients through regular and personalized contacts;
Proactively promote the Bank's wealth management services and tailor-made investment solutions to clients;
Develop and lead a network of professional and personal contacts, in particular with family offices and other B2B institutional partners;
Respond to all client needs in a timely and professional manner. Ascertain and assess the client's financial situation and overall objectives with the support of the Local Head of Wealth Management;
Provide general wealth management services to the clients, namely by formulating integrated solutions (in close relationship with the specialist department such as legal, tax, financial, etc.) based on the client's objectives. Manage client assets in accordance with the investment guidelines and in coordination with the "Investment" department.
University degree in Finance, Wealth management or Wealth planning;
Strong network within your market(s);
Deep knowledge of private banking services;
Very good interpersonal skills, expert in creating relationship with prospects with a proven track record; persistent and persuasive;
Passionate about client service, ability to match client needs with appropriate tailor-made solutions;
Familiar with the legal & regulatory environment;
Language skills in line with your market(s);
Employment type
Full-time
Work arrangement
No
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