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Our Client is the Zürich based Specialist Private Banking Entity of a major International Banking Group. It embraces expertise in Wealth Management and Financial Planning, Portfolio Management and Wealth Structuring.
Senior Client Advisors – Russian Market
Place of Work can be Zürich (Switzerland) .
Primary Responsibilities:
Initiate and develop relationships within the private banking environment in order to acquire new clients from the Russia, Ukraine, Belorussia.
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.
QUALIFICATIONS – PROFILE- ADDITIONNAL INFORMATION
10 years of experience in Private Banking.
Significant experience in a business development activity, allowing you to acquire a strong network of HNWI and financial intermediaries.
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 Russian.
Excellent interpersonal skills and the ability to build sustainable relationships. Strong client- and results-orientation and proven negotiation skills.
Able to travel.
Team spirit and willingness to be involved in a dynamic environment.