Private Banker Swiss Uhnwi Clients (m/w/d)

Zürich, Switzerland

Job Description

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  • Build and manage a portfolio of ultra-high-net-worth clients, ensuring comprehensive service and client satisfaction.
  • Develop and implement tailored investment, banking, and trust solutions in collaboration with specialists.
  • Meet with prospects and clients, preparing and following up on meetings.
  • Monitor portfolios, providing performance reviews and adapting strategies to meet client goals.
  • Stay informed on market events and trends, assessing their impact on client accounts.
  • Foster strong collaboration across bank departments and locations.
  • Ensure compliance with regulatory requirements and internal policies, maintaining a high ethical standard.
Work with a prestigious Swiss bank with over 200 years of heritage.Manage UHNW client portfolios in an entrepreneurial, dynamic environment.
  • At least 5 years of experience in business development, preferably in private banking.
  • Strong understanding of investment, banking, and trust concepts, including asset allocation and wealth planning.
  • Entrepreneurial mindset with the ability to build and manage a ultra-high-net-worth client portfolio.
  • Excellent communication, presentation, and negotiation skills.
  • Solution-oriented and proactive approach to client needs.
  • High ethical standards, aligned with the bank\\\'s values and compliance requirements.
  • Fluent in both German and English, with the ability to work in Switzerland.
The bank is a prestigious Swiss-based private banking group with a heritage of over 180 years. It specializes in providing comprehensive wealth management services for ultra-high-net-worth individuals and families, offering investment, banking, and trust solutions with a strong focus on client care and sustainable investing expertise.
  • Opportunity to work with a prestigious, partner-owned financial institution.
  • Access to comprehensive resources and expertise to support client solutions.
  • A dynamic, entrepreneurial work environment focused on business growth and client success.
  • A chance to build and manage a ultra-high-net-worth client portfolio in the Swiss German market.
  • Competitive compensation and benefits package.
  • Collaborative culture with strong emphasis on compliance, ethics, and professional growth.
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Job Detail

  • Job Id
    JD1638695
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Zürich, Switzerland
  • Education
    Not mentioned