The focus is on constructing customised solutions through strong relationships and understanding of client requirements, goals and risk appetite. It is the job of the relationship manager to acquire and develop new client relationships whilst developing an in-depth understanding of each clients objectives and working with investment specialists to create and execute an tailored asset allocation strategy.
This is a senior level vacancy and sits on the Iberia desk and in this role you will manage a portfolio of relationships with clients in Spain/Iberia. You will advise clients on a full range of Private Banking products and services offered. You will be expected to cultivate new relationships and acquire new clients through networking and attendance of events.
Suitable candidates for this position should demonstrate the following skills and experiences:
- Previous experience of managing a book of HNW clients (Spanish or Portuguese) - A demonstrable track record in new client acquisition and revenue generation - A strong knowledge of the wealth management industry in the EMEA, with a specific focus on Spain/Iberia - Be either placed, or willing to relocate to Switzerland - Be a fluent Spanish. Portuguese would be beneficial
This vacancy offers the successful candidate the opportunity to join a highly prestigious, leading name in global wealth management. You will enjoy the opportunity to build new business and a competitive remuneration package with an attractive commission structure.
To apply for this position, please send a CV to firstname.lastname@example.org
Category: Wealth Management and Private Banking
Apply Email: email@example.com