Swiss Desk

Swiss Desk

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  • Theresa Hoffman
    Theresa Hoffman    Premium Member
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    EXPERIENCED PRIVATE BANKING CLIENT ADVISORS - VARIOUS MARKETS
    Our Client is the Luxembourg based Specialist Private Banking Entity of a major European Banking Group. It embraces expertise in Wealth Management and Financial Planning, Portfolio Management and Wealth Structuring.

    Within the framework of the development of their International Private Banking and Wealth Management activities, we are looking to recruit

    Experienced Client Advisors

    Within the following desks :

    France, Belgium, Middle East, Scandinavia, Non-resident Indians, Asia, Iberia, or Turkey


    Primary Responsibilities:

    • Initiate and develop relationships within the private banking environment in order to acquire new clients from the following regions : France, Belgium, Middle East, Scandinavia, Non-resident Indians, Asia, Iberia, or Turkey
    • Develop and maintain a network of intermediaries related to the targeted markets.
    • Detect client needs and preferences and offer appropriate products and services (financial, legal and tax products).
    • Ensure that client instructions are well executed in order to guarantee a high level of service.
    • Coordinate client events (conferences and sponsored activities) and organize key-actions in order to acquire new clients.
    • Keep abreast of developments in financial markets and make sure the bank’s investment strategy is properly implemented.

    Your Profile:

    • Significant experience in a business development activity, allowing you to acquire a strong network of HNWI and financial intermediaries in the following regions: France, Belgium Middle East, Scandinavia, Non-resident Indians, Asia, Iberia, or Turkey.
    • Excellent knowledge of the products and services that HNWI’s typically require. .
    • Very good knowledge of tax and financial planning.
    • It is absolutely necessary to have an excellent command of English and the language used by the targeted clients’ region. French is also a clear advantage.
    • Excellent interpersonal skills and the ability to build sustainable relationships. Strong client- and results-orientation and proven negotiation skills.
    • High level of integrity and ethics.
    • Able to travel.
    • Team spirit and willingness to be involved in a dynamic environment.


    If you are interested in working in an environment where leadership, excellence, integrity and diversity are among the core principles, then please send your e-mail reply in confidence to the attention of

    Ms Theresa Hoffman
    Managing Director
    JOB X-CHANGE INTERNATIONAL
    GERMANY

    e-mail: job-x-change@t-online.de
    • 25 Aug 2011, 3:59 pm