Senior Private Banker Covering North America

Options Group (United States); Zürich; On-site; CHF 180,000 - 260,000; Full time

Job summary

Options Group is assisting a global tier 1 private bank in hiring a Senior Private Banker based in Zurich and Geneva to cover North American clients.

The ideal candidate will have a minimum of 10 years' experience with high-net-worth individuals, a substantial North American network, and fluency in English. FATCA/IRS knowledge and SEC registration are a plus; relocation from London or the USA is welcome.

Qualifications

• Minimum 10 years of experience with high-net-worth individuals, families, or related entities.
• FATCA/IRS reporting knowledge and regulatory awareness are advantages.
• SEC registration or eligibility is preferred.

Responsibilities

• Front client acquisition and portfolio growth for North American clients.
• Prospect, acquire and manage American Citizens, Residents, and Expats.
• Provide tax-efficient wealth management services to U.S. taxpayer households.

Skills

Business development

Client acquisition

Relationship management

English proficiency

FATCA compliance

IRS reporting

SEC registration

Job description

For our client, a global tier 1 private bank, we are looking for a senior private banker based in Zurich and Geneva to cover North American clients.

The ideal candidate is an established banker who has built a substantial network in this community. An excellent opportunity to develop your career with a top private bank. we are also open to receive CVs from bankers who want to relocate from London or USA

Responsibilities

Front client acquisition role.
Prospect, acquire and manage American Citizens, Residents, and Expats.
Provide tax efficient wealth management services to U.S taxpayer households.

Qualifications

Minimum 10 years of experience working with individuals, large families, family offices, trust and/or financial companies.
Experience in FATCA, IRS reporting, investment constraints, regulatory requirements are a plus.
SEC registered and compliant
Proficiency in English