Banker Latam SSA

Extracto del anuncio

Banker Latam SSA Country: Switzerland Responsibilities The Private Banker is responsible for delivering high-level and superior service to a portfolio of clients. As the primary point of contact, the Banker plays a key role in expanding and retaining existing relationships while acquiring new affluent clients. This role will be responsible for the following: Client Relationship Management: › Develop, manage, and retain relationships with HNW individuals across targeted regions. › Expand existing Assets Under Management (AUM) and establish new client relationships through proactive prospecting and networking. › Provide tailored financial solutions, including banking, credit, asset management, investment advisory, and insurance services. › Act as a trusted advisor, ensuring clients receive…