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Develop a client book to best match the clients' product requirements and service needs.
Organize and develop client pipeline.
Establish mutually beneficial long-term relationships with clients.
Keep accurate, up-to-date client investment profiles using internal tools.
Achieve quantitative and qualitative goals.
Understand internal product offerings (both WM and AM) and ability to pitch solutions to clients. Select advisory, discretionary processes and agreements designed to meet the clients' needs.
Successful client retention.
Comply with all regulations, policies and standards, contributing to an effective risk culture.
Knowledge of financial markets, products and assigned region.
Min. 5 years of experience in a similar role.
Bachelor / Master degree and/or other degrees (CFA, etc.).
Outstanding interpersonal and negotiation skills.
Pragmatic, autonomous, discrete.
Passionate and committed, with high personal integrity.
Entrepreneurial nature and ability to challenge the status quo.
Proficient in all common IT applications.
Fluent in English. German, French or any other language is a strong asset.
Future aspects: If you are passionate about an environment, which permits an entrepreneurial approach and you want to develop further, this is what you will find at our client's. Your personal success in this privately held bank can also be rewarded with a participation of the company.