Global Wealth Management – Private Banker (Zurich)

BANCA DEL SEMPIONE SA; Zürich; On-site; CHF 100,000 - 150,000; Full time

Job summary

BANCA DEL SEMPIONE SA in Zurich is seeking an experienced Private Banker to join their Global Wealth Management team. The role involves acquiring and retaining clients, offering tailored financial solutions, and providing ongoing support for investment management. Candidates should have at least 10 years of experience, deep knowledge of Swiss banking regulations, and fluency in English, Italian, and German. Strong client relationships and communication skills are essential. This is a full-time position located on-site in Zurich.

Qualifications

• At least 10 years of experience as a Private Banker in the Zurich Area.
• Extensive knowledge of banking operations and financial services.
• Strong ability to create and maintain relationships with clients.

Responsibilities

• Build a portfolio of Private Clients.
• Provide day-to-day investment and asset management support.
• Liaise with internal departments to meet client needs.

Skills

Client relationship management

Investment recommendations

Excellent communication skills

Teamwork

Tools

Microsoft Office

Job description

The role:

As part of our Global Wealth Management team in the Zurich representative office, we are looking for a Private Banker with an international outlook, capable of managing clients with global needs and able to offer tailored financial solutions. The person we are looking for will be responsible for acquiring and retaining new clients, leveraging their knowledge of the market, investments and financial planning.

The responsibilities:

• Build a portfolio of Private Clients;
• Provide day-to-day support for investment and asset management processes, offering investment recommendations and maintaining constant communication with clients to promptly identify their need and develop tailored solutions;
• Ensure that customer needs are met by serving as a liaison with the Bank’s internal departments and ensuring the highest quality of service.

The profile:

• At least 10 years of experience in this role at Banks in the Zurich Area, demonstrated by a loyal client portfolio;
• Extensive knowledge of Swiss and international banking operations, financial services and products, as well as the regulatory system;
• Entrepreneurial mindset and ability to create strong relationships with clients;
• Advanced use of Office suite;
• English, Italian and German required;
• Excellent communication skills, ability to work in a team, and a team-oriented attitude.

How to apply:

Submit your resume and cover letter in English by clicking the “APPLY” button.