Branch Manager / Wealth Management Advisor

Tasks

- Your role will involve representing the bank to clients served by your branch. - You will identify and leverage the potential of our existing client base. - You will drive sales within your branch, lead prospecting and new client acquisition efforts, and find the right motivational strategies to achieve set sales targets. - Your goal will be to identify and leverage the potential of existing Swiss and international clients as well as prospects. - You will develop and maintain close, trusting relationships with clients through regular personalized interactions. - You will guide your clients in selecting an investment strategy for each of their portfolios and adapt it when the strategy’s risk level diverges from their risk profile. - You will continuously educate yourself on changes to regulations and expand your knowledge of the services and products available to this type of client.

Requirements

• You have a college degree in business and banking experience, along with excellent interpersonal skills.
• Your background demonstrates proven experience in customer support and management.
• Your communication and negotiation skills enable you to meet the set goals.
• You are actively involved in the regional business community and have a broad network that will help us expand our client base.
• Dynamic and pragmatic, you have a strong sense of initiative and are a team player.
• You have excellent organizational skills and are able to act quickly in unexpected situations.
• You have strong language skills in English and Italian; any other languages are a plus.

We offer

No information available.