UHNWI Private Banking MD – Swiss German Onshore Growth

Norman Alex

Zürich

On-site

CHF 350,000 - 700,000

Full time

6 days ago
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Benefits offered by this job

Competitive base salary
Performance-based bonuses
Access to private banking platform
Global opportunities

Job summary

Norman Alex in Zurich is seeking an accomplished Managing Director for UHNWI Private Banking, focusing on Swiss German onshore clients. You will build and expand a high-value client portfolio and lead cross-functional teams to tailor wealth solutions.

The role requires a hunter mindset, a strong Zurich network, and fluency in German and English, with a track record of delivering long-term, revenue-generating relationships with HNW and UHNW clients.

Qualifications

  • 10–20 years of experience in private banking or wealth management, with a proven track record of developing and managing HNW and UHNW client portfolios.
  • Strong knowledge of the Swiss German onshore market, with a robust network of potential clients in Zurich and surrounding areas.
  • Demonstrated ability to acquire, develop, and retain high-value clients, with a focus on delivering long-term solutions.
  • Fluency in German and English; proficiency in additional languages is an asset.

Responsibilities

  • Develop and expand a dedicated client base of Swiss German onshore HNW and UHNW clients.
  • Utilize a broad platform offering across financing, tax advisory, investment banking, and family office solutions to meet clients complex financial needs.
  • Work closely with internal teams to deliver bespoke solutions for clients, leveraging resources across financing, wealth management, tax planning, and investment products.
  • Drive new business opportunities with a focus on sustainable, long-term client relationships.
  • Develop and manage a substantial portfolio, aiming to achieve growth targets by acquiring new clients and strengthening existing relationships.
  • Contribute to the firms collaborative culture by sharing client opportunities with other departments and benefiting from cross-departmental client referrals.

Skills

Hunter mentality
Client relationship skills
German & English fluency

Job description

Norman Alex in Zurich is seeking an accomplished Managing Director for UHNWI Private Banking, focusing on Swiss German onshore clients. You will build and expand a high-value client portfolio and lead cross-functional teams to tailor wealth solutions.

The role requires a hunter mindset, a strong Zurich network, and fluency in German and English, with a track record of delivering long-term, revenue-generating relationships with HNW and UHNW clients.

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