Active acquisition of new client relationships in focus segments (wealthy private clients, foundations, and institutions) through excellent networking within the bank and active market presence
Job Summary
Active acquisition of new client relationships in focus segments (wealthy private clients, foundations, and institutions) through excellent networking within the bank and active market presence.
Holistic support of existing client relationships in the assigned focus segment, with independent customer and revenue responsibility, and professional overall asset management advice for wealthy private clients.
The bank offers a wide range of benefits covering professional and personal needs, including support for mental health, physical fitness, social networking, and financial security.
Matching Summary
Active acquisition of new client relationships in focus segments (wealthy private clients, foundations, and institutions) through excellent networking within the bank and active market presence.
Skills & Requirements
Must-have
Acquiring new client relationships
Holistic support of existing clients
Customer and revenue responsibility
KYC processes
Internal and external network expansion
Share of Wallet expansion
Nice-to-have
Emotional balance
Physically fit
Socially connected
Financially secured
Positive attitude
Innovation and change capability
Key Requirements
University degree or comparable education
Several years of experience in banking and securities business
Several years of acquisition experience
Professional overall asset management advice experience