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Consulente Intermediari Finanziari

Consulente Intermediari Finanziari

Posted on May 8, 2025
Lugano
Italian
Posted on May 8, 2025
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Consulente Intermediari Finanziari

Attività:

- acquisire nuovi clienti per aumentare il patrimonio gestito e sviluppare nuovi affari con clienti esistenti

- garantire contatto diretto con i clienti amministrati da intermediari finanziari

- verificare la conformità fiscale dei clienti e degli intermediari finanziari

- intervenire e monitorare i vari rischi nelle attività quotidiane

Requisiti/Esperienza:

-esperienza di almeno 3 anni in ruolo simile presso istituto bancario CH

-conoscenza delle normative bancarie

Luogo di lavoro: Lugano, grado di occupazione: 100%.

Saranno prese in considerazione esclusivamente candidature di persone domiciliate in Svizzera con esperienza presso istituto bancario del territorio elvetico.

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Useful Links
  • Working in Switzerland
  • Recruitment agencies
  • Career coaches
  • Swiss CV
  • Job interview questions & answers
  • Self-employment