Senior Private Banker, MENAT – Wealth & Advisory

CFA Institute; Genf; On-site; CHF 150,000 - 200,000; Full time

Job summary

A leading financial services firm located in Geneva is seeking a Private Banker for their MENAT client team. The ideal candidate will lead new client acquisition and retention, providing tailored wealth management solutions. Applicants should have significant experience in private banking, especially with ultra high net worth individuals from the Middle East. Strong business development skills, coupled with an established network, are essential for success. This role offers opportunities for growth in a dynamic and collaborative environment.

Qualifications

• Significant experience with ultra high net worth individuals from the Middle East.
• Knowledge in profiling, negotiation, and proactive referrals.
• Dynamic professional with exceptional presentation skills.
• Demonstrated strong organizational approach to business.
• Understanding of asset allocation, investment management, and wealth planning.
• Strong reputation and established network.

Responsibilities

• Generate new business results and acquire assets linked to the Middle East.
• Advise clients on their overall balance sheet and investment management.
• Partner with specialists for interdisciplinary expertise.
• Understand client goals to develop comprehensive investment plans.
• Ensure solutions meet short and long-term client needs.
• Adhere to risk and control policies and regulatory guidelines.
• Maximise team strengths by collaborating with other Client Advisors.

Skills

Experience in Private Banking

Business development

Strong presentation skills

Organisational skills

Knowledge of investments and banking concepts

Established network

Education

Chartered Financial Analyst (CFA)

Job description

A leading financial services firm located in Geneva is seeking a Private Banker for their MENAT client team. The ideal candidate will lead new client acquisition and retention, providing tailored wealth management solutions. Applicants should have significant experience in private banking, especially with ultra high net worth individuals from the Middle East. Strong business development skills, coupled with an established network, are essential for success. This role offers opportunities for growth in a dynamic and collaborative environment.