Senior Relationship Manager

icon building Company : Albedis
icon briefcase Job Type : Full Time

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Job Description - Senior Relationship Manager

INTRODUCTION:

FOR OUR CLIENT, A PRESTIGIOUS PRIVATE BANK, WE ARE LOOKING FOR A

SENIOR RELATIONSHIP MANAGER - BRAZIL

POSITION BASED IN ZURICH OR GENEVA, TEAM WELCOMED

ASSIGNMENT DESCRIPTION:

• Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Brazilian market

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

REQUIRED PROFILE:

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 in the Brazilian market

• Very good knowledge of products, services, global compliance aspects and financial markets

Teams specialized on specific markets are welcomed

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