SENIOR PRIVATE BANKER - MEXICO
Description du poste
• Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Mexican 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 relationsProfil 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 Mexican market• Very good knowledge of products, services, global compliance aspects and financial markets• Swiss National or valid C Permit• Teams specialized on specific markets are welcomed
Über die Firma
