Our client is a Swiss Wealth Management
company that has a traditional wealth & asset management strategy, mainly on stocks,
bonds and use of some funds directly. For some customers, they offer
some private equity solutions. They are looking for a senior Private
Banker or Wealth Manager whose responsibilities will be:
- Bring and develop your own clients
portfolio through your existing clients and your network. - Bring your knowledge on specific
markets and give suitable advice to develop your clients' wealth.
REQUIREMENTS
- Your customers must be as far as
possible transparent (tax- regulated) - Your clients are HNW/UHNW, representing
a minimum of CHF 50 MIO AUM - You will be able to convince your
current and potential clients to work without having to make them
change banks but your clients must already have a Swiss bank account
or their bank must have a subsidiary in Switzerland. - Strong autonomy; able to develop your
clients portfolio on a flexible way and give individual solution
according each specific clients profile.
If
you are interested, please send me your resume, copies of diplomas
and references. I will be happy to discuss it in more detail with you
during an interview.Aurélien
GrazTORTORICI
& PARTNERSAvenue
Henri-Dunant 14CH
1205 - Geneva, SwitzerlandOffice:
+41 22 328 23 30email:
a.graz@tortorici-partners.com
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