Senior Relationship Manager
Pelham Select
vor 6 Tg.

Role Description

Senior Relationship Manager with an existing portfolio of Italian / European High Net Worth Clients required for a well-established Private Bank based in Lugano, Switzerland.

Strengthen existing client relationships as well as acquiring new clients

  • Maintaining a strong working knowledge of client portfolios and products with the company
  • Contributing to the development of products and services based on customer feedback
  • Provide profound expertise and in-depth knowledge of services provided to ensure excellent client service and satisfaction
  • Work towards clearly defined annual targets with the ability to produce results and ensure continual business development
  • Ensuring compliance with legal and regulatory requirements
  • Requirements

  • Existing portfolio of European, mainly Italian, HNW clients
  • Must be able to build a client book of at least 50-70 million CHF in the first year
  • Previous experience in prospecting and acquiring clients
  • Fluent Italian speaker
  • Minimum Director level experience
  • Strong personal credibility and excellent communication skills
  • Benefits

  • Compensation package with bonus structure linked to revenues generated
  • Long term career development prospects within a renowned platform with excellent reputation
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