Senior Private Banker Covering The Uhnwi Customer Franchise

WhatJobs; Genf; Vor Ort; CHF 150’000 - 250’000; Vollzeit

Zusammenfassung

A leading bank in Geneva seeks a Senior Private Banker to manage and advise a portfolio of ultra-high-net-worth clients. The role requires a strong background in private banking, fluency in French and English, and a proven ability to acquire and service high-profile clients. Join a robust institution with a tradition of excellence in Switzerland.

Qualifikationen

• Experienced, Swiss-licensed Senior Private Banker.
• Access to a broad network of UHNWI clients.
• Proven track record in client acquisition and generating long-term business.

Aufgaben

• Build, manage, and develop a portfolio of UHNWI clients.
• Advise clients across various business lines of the bank.
• Unlock clients’ potential through targeted cross-selling.

Kenntnisse

Client acquisition

Wealth structuring

Succession planning

Fluency in French

Fluency in English

Ausbildung

Swiss banking license

Jobbeschreibung

From Family to Family – More than just a claim!

Introduction

Our principal has established a strong position and enjoys high recognition within the UHNWI-Family Office customer segment in the German-speaking part of Switzerland. We aim to expand our presence in the Suisse Romande market in the coming years. Why do customers choose our principal for high-profile advisory services in the private banking league? Because of our prime brand and a unique offering tailored to the specific needs of a demanding clientele. Our backbone is a wealthy family shareholder, ensuring a deep understanding of the culture and challenges faced by wealthy families and entrepreneurs. "From Family to Family" is more than just a slogan; it is our living reality. We are seeking a seasoned Senior Private Banker to join our UHNWI desk in Geneva.

Your responsibilities

You will build, manage, and develop your own portfolio of UHNWI clients, primarily based in the French-speaking part of Switzerland and/or Europe, with a volume exceeding CHF 25 million. You will advise your high-profile clients not only in Private Banking but also act as a trusted advisor across various business lines of the bank. You may cover up to five different markets and some smaller clients with growth potential. Your clients will benefit from our strong in-house expertise in wealth structuring, succession planning, alternative investments, and a substantial lending capacity, including co-investment opportunities alongside the owner family.

Your profile

You are an experienced, Swiss-licensed Senior Private Banker with an excellent educational background. You have access to a broad network of UHNWI clients in Switzerland and Europe. You are comfortable within the Swiss international community and have a proven track record in client acquisition and generating long-term business. While your focus is on Private Banking, your goal is to unlock your clients’ full potential through targeted cross-selling. You possess the ability to convert opportunities into profitable business. Fluency in French and English is essential.

You seek a robust international bank with a long-standing tradition and an excellent reputation in Switzerland. You want to provide your clients with easy access to a bank that has a history of successful entrepreneurship. You value a bank that demonstrates its holistic approach not only in words but also in practice. You desire a special environment reflecting Swiss culture and business practices, respecting the diverse backgrounds of your clientele. You enjoy the fast pace and dynamism of an international bank, with flat hierarchies and quick decision-making. We invite you to discover the appeal of this role in a personal conversation.

If you identify with these requirements, please send us your application and CV, referencing the position. For further information, contact Jürg Knecht.

Contact

Phone [phone]

oprandi & partner is an international group with numerous branches across Europe and the UAE/Dubai.