Head Wealth Management 141 views

Tasks:
– Supervise the operational execution of 5 Relationship Managers, allocate the group’s yearly objectives
and assess the performance
– Manage and develop a portfolio of clients located in Turkey, Russia and Central Asia
– Work on identifying and securing new business opportunities and increasing the Bank’s portfolio
– Propose to the existing clients, new services and products according to their investment profile
– Conduct comprehensive client analysis to identify business needs and convert client analysis into concrete
financial solutions and acquisition of new clients
– Work closely with other departments for a cross-sell strategy
– Assume daily management and follow-up of the assigned client portfolio
– Follow the general profitability of the customers with a focus to optimize the revenues generated.
– Prepare the Credit Approval Forms (CAFs) for existing and new customers
– Service the Independent Asset Managers (“IAMs”) assigned to him/her and develop the relationship with the
business introducers
– Monitor the activity of the accounts managed by the IAMs

Requirements:
– University degree in Finance or qualification considered equivalent
– At least 10 years of experience in a similar position in a Wealth Management department in a bank
– Thorough knowledge of “Swiss” Wealth Management rules and regulations
– Proven management skills
– Good knowledge of financial markets (securities, forex, interest rates and other financial products)
– Very good understanding of bank operations, procedures and internal control
– Excellent knowledge of target markets, including financial habits and preferences of the high net worth clients
and the cross-border rules and regulations governing the provision of financial services to the client in those
markets (including a good knowledge of the tax system of the countries concerned)
– Strong marketing and selling skills; Ability to persuade and to resist to clients’ pressure
– Aware of the changing and demanding compliance context
– Good knowledge of Reuters, Telekurs and/or Bloomberg
– Fluent written/spoken English, Turkish being an asset but nor necessary
– Ready to travel on a regular basis when needed.
– High level of ethics
– Work permit for Switzerland or EU nationality

Additional information:
Team AUM: CHF 1bn
NNA target: CHF 100m in 2 years
Minimum client account: CHF 1m

If you are interested in receiving additional information don’t hesitate to get in touch with us.
Absolute discretion is guaranteed.

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