Senior Wealth Management Professional
il y a 7 jours
Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are currently working with an International Private Bank in Liechtenstein to develop the Polish and wider CEE markets. As a Senior Wealth Management Professional, you will work closely with clients to offer a full range of discretionary and advisory wealth management services. Your focus will be on developing leads into Private Banking clients and on-boarding them with the Bank in Switzerland, working towards Net New Money (NNM) and Return on Asset (ROA) targets.
Key Responsibilities
Develop leads into Private Banking clients
Work closely with clients to offer wealth management services
On-board clients with the Bank in Switzerland
Meet NNM and ROA targets
Requirements
A solid understanding of compliance and regulatory implications pertaining to your target markets is essential. You will report to the Managing Director, Head of International Private Banking.
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Senior Wealth Management Professional
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