12 дней назад
Junior Relationship Manager (Private Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Junior Relationship Manager (Private Banking): Developing and managing relationships with high-net-worth and ultra-high-net-worth clients in the Italian-speaking market with an accent on client advisory, wealth planning, and integrated banking solutions. Focus on building a client network, managing a book of clients, coordinating investment, credit, and banking specialists, and identifying new business opportunities.
Location: Lugano, Switzerland
Company
is a publicly listed, family-owned financial services company with more than 2,000 professionals across 28 global locations, focused on long-term thinking and sustainability.
What you will do
- Develop a client network of high-net-worth and ultra-high-net-worth clients in the Italian-speaking market.
- Advise clients and prospects on a range of products and services.
- Understand client needs, preferences, and overall wealth, responding to changes in the business environment.
- Manage a book of clients and take responsibility for the client experience.
- Coordinate investment fiduciary, credit, and banking specialists to deliver integrated solutions.
- Build internal and external referral relationships and identify business development opportunities.
Requirements
- Previous experience in a similar banking position with a track record of developing a client book.
- Ability to build strong relationships and attract new clients in the Italian-speaking market.
- Existing network of potential clients.
- Client-focused approach, exceptional interpersonal skills, teamwork, and the ability to work under pressure.
- Entrepreneurial spirit and strong motivation.
- Fluency in Italian and English with effective communication skills.
Nice to have
- Knowledge of German.
Culture & Benefits
- Top location in Lugano.
- Access to the latest technology.
- Agile ways of working and a trust-based environment.
- Flat hierarchy and collaboration across all levels.
- Commitment to diversity, sustainability, and long-term thinking.
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