Relationship Manager (m|f|x) Lugano

Are you a people person? Do you know how to support Client Advisors to grow our business? Are you a true networker who loves to talk to potential clients?

Do you have a strong track record in advising and sales? Can you close a deal?

Your team
You’ll be working in the Italy International team in Chiasso. We serve Italian based clients. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a Relationship Manager, you’ll play an important role in helping us stay a global leader in wealth management.

Tasks

• develop and maintain trustworthy client partnerships with the main focus on strategic advice
• drive an effective strategy to manage and develop a book of clients
• define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Client Advisor
• support the Client Advisor to identify potential business opportunities within his own book
• make sure clients are managed in a manner that contributes to an effective risk culture within the team
• establish long-term mutually beneficial relationships with clients and
• continuously grow your network

Share this offer on LinkedIn →

Location

Piazzetta della Posta, CH-6900 Lugano