10.06.24 | Vollzeit | Lugano | ALBEDISA 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 • Very good knowledge of products, services, global compliance aspects
Später ansehen17.06.24 | Vollzeit | Lugano | JobLeads GmbH | CHF 150’000 - CHF 200’000 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 relations • Currently working in a bank, an EAM, a multi-family office
Später ansehen09.06.24 | Vollzeit | Tessin | JobLeads GmbH | CHF 150’000 - CHF 200’000 Of international wealth management • Define and execute a business plan based on the team's clientele and network of relations Profil attendu • Currently working in a bank, an EAM, a multi-family office or a financial institute • Minimum 10years in a similar position • Currently managing and owning a portfolio
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