Private banker Jobs in Kloten
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Private banker • kloten
Zuletzt aktualisiert: vor 7 Tagen
Willkommen in der Welt der erneuerbaren Energien, wo Sie nicht nur in die Zukunft unseres Planeten, sondern auch in Ihre eigene investieren können.
HE Privé AG bietet Ihnen die Möglichkeit, von attr...Mehr anzeigenZuletzt aktualisiert: vor 21 Tagen
Unsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat.Dabei legt sie grosse...Mehr anzeigenZuletzt aktualisiert: vor 21 Tagen
International Private Bank, Senior Associate, Private Banker, Swiss Market
JPMorgan Chase & Co.Zurich, ZH, Switzerland This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business.We are actively looking for exceptionally talented individuals who are collaborative, ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Private Banker - Schweizer Markt (m / w / d)
Michael Page SuisseZürich, Kanton Zürich, CH Unsere Kundin ist eine traditionsreiche, international tätige Schweizer Privatbank.Sie steht für Exzellenz im Private Banking, kombiniert mit einem klaren Fokus auf Kundenorientierung, Stabilität u...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Relationship Manager Netherlands
Freestar-People AGZürich, CH Manage and grow a private client portfolio consisting of high-net-worth and ultra-high-net-worth individuals from the Netherlands.
Actively develop new client relationships in the region, including ...Mehr anzeigenZuletzt aktualisiert: vor 7 Tagen
- Gesponsert
EAM Banker / Developer
Lombard OdierZürich An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and op...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Private Banker - Colombia
Albedis SAZurich U / HNWI private clients from the.Advising both existing as well as new clients on all aspects of their.EAM, a multi-family office or a financial institute.
Long and successful track record in advisin...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Investment Associate Private Equity
H.E. Privé AGZürich, Zurich, SwitzerlandQuick Apply
Relationship Manager Private Banking
addexpert GmbHZürich, Switzerland Unsere Kunde ist eine Schweizer Bank, die sich für das nachhaltige Wachstum der Schweizer Wirtschaft einsetzt und betreut vermögende Privatkunden bis hin zu größeren Unternehmen.Als eine der bestka...Mehr anzeigenZuletzt aktualisiert: vor 19 Tagen
Private Banker Swiss UHNWI Clients (M / W / D)
Michael PageZürich (Kreis 7) Hirslanden, CH 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 colla...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Junge Banker temporär
Job ImpulsZürich, CH Für verschiedene Banken im Raum Zürich suchen wir motivierte.Muttersprache Deutsch, sehr gute Englischkenntnisse, jede weitere Sprache von Vorteil.
Haben wir Ihr Interesse geweckt?.Dann freuen wir u...Mehr anzeigenZuletzt aktualisiert: vor 21 Tagen
Assistant Private Banking
kessler.vogler gmbhZurich, CH We are looking for a highly organized and client-focused Assistant Private Banking professional who is fluent in German and English.
The role involves supporting Relationship Managers in delivering ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
- Gesponsert
Private Clients Consultant, 80-100%
VZ VermögensZentrumWinterthur, CH In ein paar Monaten bildest du dich on- und off-the-job zum Spezialisten / zur Spezialistin im Finanzbereich weiter.Danach übernimmst du ein bestehendes Kundenportfolio mit viel Potenzial.Du sorgst d...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Private Banker Israelische Kunden
VIVA HR ConsultingZürich, Zurich, SwitzerlandQuick Apply
Senior Private Banker covering the French and / or English speaking UHNWI clientele based in Switzerland (m / f / d)
oprandi & partner management agZürich Senior Private Banker for coverage of ultra-rich customers domiciled in Switzerland.What does our principal stand out for? Pure Swissness, the highest credit rating, an impeccable reputation, a div...Mehr anzeigenZuletzt aktualisiert: vor 19 Tagen
Call Agent Private Equity
Landmark Equity Partners AGZürich, CH Erfahrung aus dem Finanzsektor (Versicherung, Bank, Private Equity).Erfahrungen im Verkauf von Finanzprodukten.Gute Kommunikationsfähigkeiten und Durchsetzungsvermögen.
Hohes Mass an Eigeninitiative...Mehr anzeigenZuletzt aktualisiert: vor 21 Tagen
Private Personal Assistantnew
Tiger RecruitmentZurich , Switzerland Tiger Recruitment are delighted to be assisting a Private household in the search for a Personal Assistant to support their fast paced lifestyle.
The role is highly varied and will include responsib...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Private Sales Coordinator
SwissquoteZürich, ZH, CH Building the bank of tomorrow takes more than skills.It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together.Share our vibes? Join Swis...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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International Private Bank, Senior Associate, Private Banker, Swiss Market
JPMorgan Chase & Co.Zurich, ZH, SwitzerlandVor 30+ Tagen
StellenbeschreibungSignificant experience in Private Banking working with high net worth individuals across Geneva and surrounding regions, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to : asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Strong reputation with an established network Fluent English and German speaker Asset allocation / multi asset class portfolio or sales experience is favourable Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship Fluent French and / or Italian speaker
This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary
As a Private Banker working for . Morgan in Zurich, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Our Private Banker are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
Job Responsibilities
- Generate business results and acquire new assets
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
- Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measure
- Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required Qualifications, Capabilities, and Skills
Preferred Qualifications, Capabilities, and Skills