International Private Bank, Client Advisor Team Lead, Executive Director, Swiss Onshore

This is an exciting opportunity to join a dynamic, diverse team within Morgan’s EMEA Private Banking business. We are actively looking for a player-coach leading a group of 10+ advisors across three locations (Geneva / Zurich / Luxemburg).

Our advisors are 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

• Lead our advisors team based in Geneva, Zurich and Luxembourg (10+), providing ongoing coaching, feedback and development to our team members
• Drive the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• 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
• Drive business results and acquire new assets, both from deepening existing client base and new client acquisition
• Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Partner with internal specialists providing interdisciplinary expertise to clients when needed
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure

Required qualifications, capabilities and skills

• Several years of successful experience in private banking, specifially working with ultra-high net worth Swiss resident individuals
• Established local network and a strong reputation within the Swiss private client sphere
• Previous business development experience with knowledge in profiling, negotiation and proactively building own client base
• Proactive approach on prospect and client meetings, within a goal based approach
• Problem solvers with entrepreneurial mindset, a tenacity to succeed and a passion for delivering world class service to clients
• Proven experience in team management; solid leadership and sales management skills with a strategic thinking
• Experience or demonstrated understanding of investments, banking and credit solutions and identification of wealth planning opportunities
• Achievement oriented, focused on exceeding business goals with sufficient attention to detail and impeccable sense of ethics and values
• Excellent communication skills, both written and oral, with ability to generate trust with clients through a credible discussion on investment matters
• Strong organizational skills and applies a disciplined and organized approach throughout their business
• Fluent in English, native German and / or French speaker

Preferred qualifications, capabilities and skills

• Fluency in Italian
• Previous experience managing across locations
Vor 10 Tagen