Private Banker Swiss UHNWI Clients (M/W/D) | Zurich, CH

Private Banker Swiss UHNWI Clients (M/W/D)

About Our Client
The bank is a prestigious Swiss-based private banking group with a heritage of over 180 years. It specializes in providing comprehensive wealth management services for ultra-high-net-worth individuals and families, offering investment, banking, and trust solutions with a strong focus on client care and sustainable investing expertise.

Job Description

• Build and manage a portfolio of ultra-high-net-worth clients, ensuring comprehensive service and client satisfaction.
• Develop and implement tailored investment, banking, and trust solutions in collaboration with specialists.
• Meet with prospects and clients, preparing and following up on meetings.
• Monitor portfolios, providing performance reviews and adapting strategies to meet client goals.
• Stay informed on market events and trends, assessing their impact on client accounts.
• Foster strong collaboration across bank departments and locations.
• Ensure compliance with regulatory requirements and internal policies, maintaining a high ethical standard.

The Successful Applicant

• At least 5 years of experience in business development, preferably in private banking.
• Strong understanding of investment, banking, and trust concepts, including asset allocation and wealth planning.
• Entrepreneurial mindset with the ability to build and manage a ultra-high-net-worth client portfolio.
• Excellent communication, presentation, and negotiation skills.
• Solution-oriented and proactive approach to client needs.
• High ethical standards, aligned with the bank's values and compliance requirements.
• Fluent in both German and English, with the ability to work in Switzerland.

What's on Offer

• Opportunity to work with a prestigious, partner-owned financial institution.
• Access to comprehensive resources and expertise to support client solutions.
• A dynamic, entrepreneurial work environment focused on business growth and client success.
• A chance to build and manage a ultra-high-net-worth client portfolio in the Swiss German market.
• Competitive compensation and benefits package.
• Collaborative culture with strong emphasis on compliance, ethics, and professional growth.

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