Job Description
Missions
Your mission :
You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth Manager and Client Support Officer and you will deploy a commercial strategy to support the development of this different markets.
On a short term view, you will be fully involved by shaping the organisation of the future department and maintaining our customer loyalty .
More into details, you will perform the following missions :
· Define the commercial strategy to initiate, build and develop new relationship on these markets (UHNW individuals).
· As an architect of wealth, ensure that all our solutions and services including notably discretionary management, investment advisory, wealth planning and financing are properly introduced to our clients/prospects.
· Through an accurate understanding of the client’s needs and projects, highlight our va...
Ready to Apply?
Take the next step in your AI career. Submit your application to Indosuez Wealth Management today.
Submit Application