Senior Private Banker

Randstad Switzerland; Zürich; Vor Ort; CHF 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Zusammenfassung

Randstad Switzerland is seeking a Senior Private Banker in Zürich to manage and grow a portfolio of Nordic HNW clients, delivering tailored wealth management and asset management solutions.

The role focuses on holistic advisory, cross-border compliance, and expanding the Nordic client base while maintaining the highest standards of service and regulatory alignment.

Qualifikationen

• 10+ years in Private Banking and Wealth Management.
• Proven track record growing HNW client portfolios.
• Deep knowledge of global markets and asset allocation.
• Nordic language proficiency and English; German a plus.
• Strong regulatory/compliance understanding.
• Entrepreneurial, client-focused relationship skills.

Aufgaben

• Portfolio Management & Advisory: Manage and advise on holistic wealth solutions for HNW clients.
• Investment Execution: Develop and implement asset allocation strategies aligned with goals and risk.
• Business Development: Identify opportunities and expand the Nordic client footprint.
• Compliance & Quality: Ensure advisory processes comply with Swiss regulations and standards.

Kenntnisse

Private Banking

Wealth Management

Portfolio Management

Client Relationship Mgmt

Regulatory Knowledge

Analytical Mindset

Nordic Languages

English Proficiency

German Advantage

Jobbeschreibung

On behalf of our client, an established, FINMA-regulated Independent Wealth Manager specializing in tailored Private Banking and Asset Management solutions for Nordic High-Net-Worth Individuals (HNWIs) and institutions, we are seeking an entrepreneurial and experienced Senior Private Banker to join their team in Zürich.

Your Mission

In this full-time, on-site role, you will be responsible for managing, nurturing, and actively expanding a portfolio of HNW private clients. You will combine Swiss financial excellence with deep market understanding to deliver highly customized wealth management and investment solutions.

Key Responsibilities

• Portfolio Management & Advisory: Provide holistic wealth management advice, financial planning, and tailored private banking solutions to HNW individuals and institutions.
• Investment Execution: Develop and execute customized asset allocation strategies in line with client goals and risk profiles.
• Business Development: Proactively identify growth opportunities, build strong client relationships, and expand your market footprint within the Nordic segment.
• Compliance & Quality: Ensure all advisory and transaction processes strictly comply with Swiss financial regulations and internal quality standards.

Your Profile

• Experience: Minimum 10 years of proven track record in Private Banking and Wealth Management.
• Track Record: Demonstrated success in managing, developing, and growing HNW client portfolios.
• Technical Expertise: In-depth knowledge of finance, global markets, asset allocation strategies, and wealth management best practices.
• Languages: Fluency in one of the Nordic languages (Finnish, Danish, Swedish or Norwagian) and English is required; proficiency in German is a strong advantage.
• Regulatory Knowledge: Sound understanding of cross-border financial regulations and compliance requirements.
• Mindset: Entrepreneurial drive, excellent relationship management skills, and an analytical, client-focused approach.

What Our Client Offers

• The agility and entrepreneurial freedom of an Independent Wealth Manager paired with institutional regulatory backing.
• A highly collaborative, experienced, and international environment.
• Long-term career growth opportunities in a rapidly growing firm.