SENIOR PRIVATE BANKER - SWISS MARKET

ALBEDIS
Zurich, Zurich, CH
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INTRODUCTION :

FOR OUR CLIENT, A TOP-TIER SWISS PRIVATE BANK, WE ARE LOOKING FOR A

SENIOR PRIVATE BANKER - SWISS MARKET

POSITION BASED IN ZURICH OR GENEVA, TEAM WELCOMED

ASSIGNMENT DESCRIPTION :

  • Prospecting and acquiring new clients and new assets of U / HNWI private clients from the Swiss market
  • Advising both existing as well as new clients on all aspects of their financial needs
  • Closely monitoring the financial markets and the trends in the field of international wealth management
  • Define and execute a business plan based on the team's clientele and network of relations

REQUIRED PROFILE :

  • Currently working in a bank, an EAM, a multi-family office or a financial institute
  • Minimum 5 years in a similar position
  • Currently managing and owning a portfolio of private clients
  • Long and successful track record in advising and looking after private clients
  • Very good knowledge of products, services, global compliance aspects and financial markets
  • Swiss National or valid C Permit
  • Teams specialized on specific markets are welcomed
  • Il y a 1 jour
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