CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Vollzeitnur vor OrtSenior
Lugano
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
BVBVZH Bank Vontobel AG
Junior Relationship Manager(m/w/x)
Lugano
VollzeitVor OrtJunior
Nejo KI-Zusammenfassung
Building client networks for HNWI/UHNWI in the Italian market. Previous banking experience and client development track record required. Latest technology and agile environment.
Anforderungen
- Previous experience in similar banking position
- Track record of developing book of clients
- Ability to build strong relationships
- Ability to attract new clients for Italian market
- Good network of potential clients
- Client-focused individual
- Exceptional interpersonal skills
- Team player
- Ability to work under pressure
- Highly motivated
- Entrepreneurial spirit
- Fluency in Italian
- Fluency in English
- Effective communication skills
- Knowledge of German (advantageous)
- Enthusiasm for the role
- Determination to deliver in dynamic world
- Valuing unique perspectives
Aufgaben
- Develop your own client network of HNWI/UHNWI clients in the Italian speaking market
- Act as a trusted advisor to clients and prospects
- Provide recommendations encompassing multiple products and services
- Develop an in-depth understanding of client needs and preferences
- Understand clients' overall wealth
- Be responsive to changes in the business environment
- Be responsive to changes in client needs
- Effectively manage a book of clients
- Act as a relationship lead accountable for client experience
- Leverage specialists and service officers
- Leverage other expert resources
- Ensure integrated delivery of investment fiduciary solutions
- Ensure integrated delivery of credit solutions
- Ensure integrated delivery of banking solutions
- Build relationships with internal sales referral partners
- Build relationships with external sales referral partners
- Identify new business development opportunities
Ausbildung
- Matura
Sprachen
- Italienisch – fließend
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Benefits
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Lockere Unternehmenskultur
- Flat hierarchy
- Collaboration
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens BVZH Bank Vontobel AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Vollzeitnur vor OrtSeniorLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenLugano - Sunrise GmbH
Key Account Manager Italian-speaking Switzerland(m/w/x)
Vollzeitnur vor OrtSeniorManno
BVBVZH Bank Vontobel AG
Junior Relationship Manager(m/w/x)
Lugano
VollzeitVor OrtJunior
Nejo KI-Zusammenfassung
Building client networks for HNWI/UHNWI in the Italian market. Previous banking experience and client development track record required. Latest technology and agile environment.
Anforderungen
- Previous experience in similar banking position
- Track record of developing book of clients
- Ability to build strong relationships
- Ability to attract new clients for Italian market
- Good network of potential clients
- Client-focused individual
- Exceptional interpersonal skills
- Team player
- Ability to work under pressure
- Highly motivated
- Entrepreneurial spirit
- Fluency in Italian
- Fluency in English
- Effective communication skills
- Knowledge of German (advantageous)
- Enthusiasm for the role
- Determination to deliver in dynamic world
- Valuing unique perspectives
Aufgaben
- Develop your own client network of HNWI/UHNWI clients in the Italian speaking market
- Act as a trusted advisor to clients and prospects
- Provide recommendations encompassing multiple products and services
- Develop an in-depth understanding of client needs and preferences
- Understand clients' overall wealth
- Be responsive to changes in the business environment
- Be responsive to changes in client needs
- Effectively manage a book of clients
- Act as a relationship lead accountable for client experience
- Leverage specialists and service officers
- Leverage other expert resources
- Ensure integrated delivery of investment fiduciary solutions
- Ensure integrated delivery of credit solutions
- Ensure integrated delivery of banking solutions
- Build relationships with internal sales referral partners
- Build relationships with external sales referral partners
- Identify new business development opportunities
Ausbildung
- Matura
Sprachen
- Italienisch – fließend
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Benefits
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Lockere Unternehmenskultur
- Flat hierarchy
- Collaboration
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens BVZH Bank Vontobel AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
BVZH Bank Vontobel AG
Branche
FinancialServices
Beschreibung
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Vollzeitnur vor OrtSeniorLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Vollzeitnur vor OrtSeniorLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenLugano - Sunrise GmbH
Key Account Manager Italian-speaking Switzerland(m/w/x)
Vollzeitnur vor OrtSeniorManno