Private Banker Swiss UHNWI Clients (M/W/D)

TN Switzerland; Zürich; Vor Ort; CHF 100’000 - 140’000; Vollzeit

Zusammenfassung

Eine angesehene Schweizer Privatbank sucht einen erfahrenen Business Development Manager, der sich auf die Betreuung ultra-high-net-worth Kunden spezialisiert hat. In dieser spannenden Rolle sind Sie verantwortlich für den Aufbau und die Verwaltung eines anspruchsvollen Kundenportfolios, die Entwicklung maßgeschneiderter Lösungen sowie die Sicherstellung der Kundenzufriedenheit. Das Unternehmen bietet ein dynamisches und unternehmerisches Arbeitsumfeld, in dem Sie mit umfassenden Ressourcen und Expertise arbeiten können. Wenn Sie eine Leidenschaft für den Finanzsektor haben und in einem ethisch geführten Unternehmen arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Leistungen

Zugang zu umfassenden Ressourcen

Dynamisches Arbeitsumfeld

Wettbewerbsfähiges Gehalt

Möglichkeiten zur beruflichen Weiterentwicklung

Qualifikationen

• Mindestens 5 Jahre Erfahrung in der Geschäftsentwicklung, vorzugsweise im Private Banking.
• Starkes Verständnis von Investitions-, Bank- und Treuhandkonzepten.

Aufgaben

• Aufbau und Verwaltung eines Portfolios von ultra-high-net-worth Kunden.
• Entwicklung maßgeschneiderter Investitions- und Banklösungen in Zusammenarbeit mit Spezialisten.

Kenntnisse

Business Development

Investment Knowledge

Banking Concepts

Client Management

Communication Skills

Negotiation Skills

Proactive Approach

Fluency in German

Fluency in English

Jobbeschreibung

Client:

Location:

Job Category:

Customer Service

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Job Reference:

a5d932840272

Job Views:

6

Posted:

06.04.2025

Job Description:

The bank is a prestigious Swiss-based private banking group with a heritage of over 180 years. It specializes in providing comprehensive wealth management services for ultra-high-net-worth individuals and families, offering investment, banking, and trust solutions with a strong focus on client care and sustainable investing expertise.

Responsibilities:

1. Build and manage a portfolio of ultra-high-net-worth clients, ensuring comprehensive service and client satisfaction.
2. Develop and implement tailored investment, banking, and trust solutions in collaboration with specialists.
3. Meet with prospects and clients, preparing and following up on meetings.
4. Monitor portfolios, providing performance reviews and adapting strategies to meet client goals.
5. Stay informed on market events and trends, assessing their impact on client accounts.
6. Foster strong collaboration across bank departments and locations.
7. Ensure compliance with regulatory requirements and internal policies, maintaining a high ethical standard.

Qualifications:

1. At least 5 years of experience in business development, preferably in private banking.
2. Strong understanding of investment, banking, and trust concepts, including asset allocation and wealth planning.
3. Entrepreneurial mindset with the ability to build and manage a ultra-high-net-worth client portfolio.
4. Excellent communication, presentation, and negotiation skills.
5. Solution-oriented and proactive approach to client needs.
6. High ethical standards, aligned with the bank's values and compliance requirements.
7. Fluent in both German and English, with the ability to work in Switzerland.

What We Offer:

1. Opportunity to work with a prestigious, partner-owned financial institution.
2. Access to comprehensive resources and expertise to support client solutions.
3. A dynamic, entrepreneurial work environment focused on business growth and client success.
4. A chance to build and manage a ultra-high-net-worth client portfolio in the Swiss German market.
5. Competitive compensation and benefits package.
6. Collaborative culture with strong emphasis on compliance, ethics, and professional growth.

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