International Private Bank, Client Advisor, Swiss Onshore

This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore market of Morgan’s 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 responsibilities

• Drive business results and acquire new assets, either via new to bank clients or via increasing share of wallet
• 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

• Significant experience in Private Banking working with Swiss resident, high net worth individuals
• Strong reputation with an established network within the Swiss onshore private client sphere
• 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 complimented by a detailed business plan
• Fluent in English and French native

Preferred qualifications, capabilities and skills

• 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
• Knowledge of German and / or Italian would be advantageous
Vor 20 Tagen