Technischer manager állások, munkák befektetési tanácsadó kategóriában

• A terület volumenterv teljesítésének biztosítása és egyéni tervek leszállítása
• Belső/külső rendezvényeken, üzleti tárgyalásokon való aktív szerepvállalás, belső/külső területi képviselet
• Flotta értékesítési csatorna működési modell, aktivitási terv és mérési rendszer kidolgozása

• Managing the post‑sales client lifecycle, including account openings, contract administration, invoicing assistance, and reporting support.
• Engaging directly with clients, handling their queries, clarifying requests, and ensuring timely, high‑quality responses.

• manage financial investments deposited at leading Swiss banks;
• finance large purchases (private jets, yachts, real estate etc.);
• structure their wealth and plan the transfer of their capital to future generations;
• plan and execute private equity and real estate investments.

• Building up your own portfolio in an experienced private banking team with additional support from internal departments
• Focus on the acquisition and expansion of longterm client relationships in the high net worth individual segment or intermediaries

• Implement trades across client portfolios and model portfolios, ensuring accuracy, timeliness, and adherence to investment guidelines 
• Coordinate and manage trade execution across mandates, including rebalancings, tactical adjustments, and corporate actions 

Manage prospect enquiries with professional urgency, facilitating seamless transitions from initial contact to long-term partnership through structured onboarding processes rooted in trust....