For all of our positions we expect candidates to exude integrity, professionalism and to own an innate drive to be successful, while preserving the wants of clients on the coronary heart of their advice. As Architects of Wealth, Indosuez’s teams cowl a number of disciplines: senior bankers and relationship managers, main consultants in wealth and monetary structuring, funding solutions or philanthropic works, specialists in financial institution or credit transactions, processes or compliance, to call however a number of.
The various facets of tax planning, strategic investing, insurance planning, retirement and estate planning might be all consuming for rich people, and would require the expertise of many various professionals skilled in several areas of non-public finance.
Our enterprise is in it is infancy and our proposition at this time is limited however we’re committed to providing our purchasers with a persistently high stage of personalised service targeted on constructing a detailed and long term relationship based mostly on openness, credibility and confidentiality.
In the case of extremely-high-internet-price shoppers, there may be an entire crew of individuals assigned to a client’s account, but there is still often a single relationship manager assigned to oversee the account and to function the firm’s main consultant with the shopper.