Senior RM with AUM

icon building Company : Ls Partners
icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Senior RM with AUM

 

We’re looking for Senior Relationship Managers with Assets.  

  • develop and maintain trustworthy client partnerships with the main focus on strategic advice
  • implement a quantitative prospect development plan with measurable actions
  • define advisory processes with the company
  • provide high-quality investment options for clients
  • make sure clients are managed in a manner that contributes to an effective risk culture on the team

Your expertise

  • previous experience in wealth management in private banking in switzerland and at least 50M AUM
  • proven track record in finding solutions for clients, be it on a discretionary or advisory basis
  • extensive knowledge of financial products and services
  • excellent communicator, with great presentation skills
  • Business Plan
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