Relationship Manager - Hnwi

LGT Crestone Wealth Management Limited

Lugano, Switzerland
Managing client relationships
Comprehensive advice and tailored products
Develop and manage client portfolio
A front-office role as a senior partner in managing client relationships, providing comprehensive advice, a broad range of products and services tailored to the complex needs of (ultra-) high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets

Job Summary

  • A front-office role as a senior partner in managing client relationships, providing comprehensive advice, a broad range of products and services tailored to the complex needs of (ultra-) high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets.
  • Continuously develop and manage the client portfolio with focus on Lugano, offering market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients.
  • LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees, confirmed by "Great Place To Work" as one of the best employers in Switzerland.

Matching Summary

A front-office role as a senior partner in managing client relationships, providing comprehensive advice, a broad range of products and services tailored to the complex needs of (ultra-) high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets.

Skills & Requirements

Must-have

  • Managing client relationships
  • Comprehensive advice and tailored products
  • Develop and manage client portfolio
  • Holistic advisory approach for HNWI
  • Deliver specialist knowledge and product expertise
  • Brand ambassador for LGT
  • Compliance with regulations and guidelines

Nice-to-have

  • Target driven and high-performance culture
  • Entrepreneurial and innovative approach
  • Highest professional work ethic
  • High level of integrity and compliance

Key Requirements

  • Outstanding industry personal and professional network
  • Proven track record of relevant experience
  • Strong market knowledge and financial product competence
  • First class presentation and communication skills
  • Fluency in English and native client language

Work Rights

Not specified

Tailored Resume

Cover Letter