Private banker Jobs in Thalwil
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Private banker • thalwil
International Private Bank, Senior Associate, Private Banker, Swiss Market
JPMorgan Chase & Co.Zurich, ZH, SwitzerlandPrivate Banker - Schweizer Markt (m / w / d)
Michael Page SuisseZürich, Kanton Zürich, CH- Gesponsert
EAM Banker / Developer
Lombard OdierZürichPrivate Fund Controller
coni+partner AGZürich, Zurich, SwitzerlandPrivate Banker - Colombia
Albedis SAZurich- Gesponsert
Private Banker Swiss UHNWI Clients (M / W / D)
WhatJobsZürich, Zürich, SchweizRelationship Manager Cis Countries 100%
Freestar-People AGZürich, CHUHNWI Senior Banker covering the francophone clientele based in Switzerland (m / f / d)
oprandi & partner management agZürichInvestment Associate Private Equity
H.E. Privé AGZürich, Zurich, SwitzerlandRelationship Manager Private Banking
addexpert GmbHZürich, SwitzerlandPrivate Banker Swiss UHNWI Clients (M / W / D)
Michael PageZürich (Kreis 2) Enge, CH- Neu!
Junge Banker temporär
Job ImpulsZürich, CH- Neu!
Junge Banker temporär
job impuls ag ZürichZürich, CH- Gesponsert
Assistant Private Banking
kessler.vogler gmbhZurich, CHPrivate Banker als Senior Kundenverantwortlicher (m / w) - Zürich
VfU Management Consulting & Executive Search AGZürich, DeutschlandSenior Private Banker Israelische Kunden
VIVA HR ConsultingZürich, Zurich, SwitzerlandEXKLEXKLUSIVE CHANCE FÜR TOP-INVESTMENT-BANKER & FINANZVERMITTLER (m / w / d)
Hammerstein 1870 Group GmbHCham ZG, Kanton Zug, CHPersönlichkeit Für Den Ausbau Des Frankophonen Uhnwi Kundengeschäftes Domizil Sc
oprandi & partner ag, zürichZürich, CHPrivate Personal Assistantnew
Tiger RecruitmentZurich , SwitzerlandPrivate Sales Coordinator
SwissquoteZürich, ZH, CHInternational Private Bank, Senior Associate, Private Banker, Swiss Market
JPMorgan Chase & Co.Zurich, ZH, SwitzerlandThis 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