Senior Private Banker: NA Client Coverage (Zurich/Geneva)

Options Group; 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

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.