Private Banker - Colombia
Jobbeschreibung
Zürich, Zürich, Schweiz
ALBEDIS
01.05.2024
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Description du poste
• Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Colombian market • Advising both existing as well as new clients on all aspects of their financial needs • Closely monitoring the financial markets and the trends in the field of international wealth management • Define and execute a business plan based on the team's clientele and network of relations
Profil attendu
• Currently working in a bank, an EAM, a multi-family office or a financial institute • Minimum 5 years in a similar position • Currently managing and owning a portfolio of private clients • Long and successful track record in advising and looking after private clients in the Colombian market • Very good knowledge of products, services, global compliance aspects and financial markets • Teams specialized on specific markets are welcomed
#J-18808-Ljbffr
• Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Colombian market • Advising both existing as well as new clients on all aspects of their financial needs • Closely monitoring the financial markets and the trends in the field of international wealth management • Define and execute a business plan based on the team's clientele and network of relations
Profil attendu
• Currently working in a bank, an EAM, a multi-family office or a financial institute • Minimum 5 years in a similar position • Currently managing and owning a portfolio of private clients • Long and successful track record in advising and looking after private clients in the Colombian market • Very good knowledge of products, services, global compliance aspects and financial markets • Teams specialized on specific markets are welcomed
#J-18808-Ljbffr
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Private Banker - Colombia
ALBEDIS
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