N: FreestarPeopleAG
Responsibilities:
- Responsible for managing and developing a private client portfolio consisting of high net worth and ultra-high net worth individuals from Greece and Cyprus.
- Developing and sustaining relationships in the region with frequent traveling to prospect new business and meet clients
- Provide tailored financial advice, investment strategies and customized solutions to meet the clients' diverse needs
- Collaborate closely with internal experts to offer a wide range of banking, investment, and advisory services
- Ensure compliance with regulatory requirements and internal policies
Requirements:
- At least 7-10 years of proven experience as (Senior) Relationship Manager/ Private Banker in Wealth Management
- Proven track record of relevant experience in client acquisition
- Proven track record of revenue generation and asset acquisition
- Sound knowledge of the Greek and Cypriot market and its regulatory landscape
- Very good knowledge of products, services, global compliance aspects and financial markets
- Exceptional interpersonal skills with the ability to communicate effectively and build trust with clients and colleagues
Do you see yourself as a responsible, hardworking and professional personality who is ready for an interesting challenge where you will face a variety of challenges and learning opportunities?
Please send your application documents including a picture by e-mail. For further information about this position you are welcome to contact Herr Stefan Niederer (041 784 18 86) at any time.
Â
Freestar People AG
Herr Stefan Niederer
Senior Consultant
Bösch 82
6331 Hünenberg
041 784 18 86
N: FreestarPeopleAG