EDOUARD FRANKLIN is a recruitment company founded in 2007, specialized in Wealth and Investment Management, with offices in Luxembourg, Paris and Geneva.
Our client :
Our client is a modern human size family bank based in Lugano and Geneva, entrepreneurial spirit with private banking tradition and human friendly structure.
Your role :
To ensure the daily management of your customer portfolio in the Italian and Swiss-Italian markets.
Prospect and develop new business relationships according to the bank's standards and policies.
Promote the offer of the bank for existing and potential customers.
Ensure the correct application of the bank's guidelines on compliance and risk management applicable to all customers.
Your technical skills :
University degree or equivalent in an area related to the banking and financial sector.
At least 10-15 years of experience in customer management on the Italian and Swiss-Italian market.
Excellent analysis, writing and synthesis skills.
Team spirit, dynamism, flexibility.
Italian mother tongue and fluency in French or English.
Mastery of Office tools (Word, Excel, Power Point) and banking software.
Your personal skills :
You are ready to invest in a human-sized company and you are driven by a result-oriented culture.
You want to contribute to the commercial development of our institution by bringing Your vision of the private banker 2.0.
You are structured (e) and organized (e).
You are proactive (e) and empathetic (he), with innovative ideas that you want to implement.