Head of Advisory

  • Attractive
  • Geneva, Geneve, Switzerland Geneva Geneve CH
  • Permanent, Full time
  • Altus Search
  • 13 Jul 18 2018-07-13

Our client, a leading international private bank is looking for a Head of Advisory to support their Private Banking team in Geneva.

Ref: 021ASISWPB

Title: Head of Advisory

Location: Geneva

Salary: Attractive

Date: 13th July 2018

Our client, a leading international private bank is looking for a Head of Advisory to support their Private Banking team in Geneva. The individual would contribute to developing and maintaining the sales strategy as well as enhancing and protecting the reputation of the firm.

Duties Include:

  • Develop and formalize the Sales and Suitability Risk Management approach, working closely with first and second line of defence.
  • Contribute to the definition and governance of GPB end to end Advisory Process.
  • Support deployment of the Global Advisory training by developing relevant content and skills-set learning outcomes working closely with the Global Learning Team.
  • Develop and implement Private Banking sales plan.
  • Provide support to the acquisition and retention of clients.
  • Maintain and enhance profitability and product management.
  • Support deployment of the Global Advisory training by developing relevant content and skills-set learning outcomes working closely with the Global Learning Team.
  • Perform internal reviews to evaluate private banking activities.
  • Provide training on sales management or new products when necessary.
  • Lead or assist in ad hoc projects when necessary.
  • Monitor of competitors and market trends to identify business opportunities and incorporating gained information into the sales plan.

The preferred candidate will possess a background in a Private Banking or Wealth Management firm and demonstrate an excellent understanding of sales and advisory management. You will possess excellent communication and interpersonal skills and demonstrate the ability to deal with Senior Management in Switzerland and abroad.   

If you are interested in this opportunity, please email your C.V. to contact@altussearch.ch or call on +41 41 560 02 21 for a confidential discussion.

Altus Search Ltd is acting as an employment agency in relation to this role.