From Family to Family – More than just a claim!
Introduction
Our principal holds a strong position and enjoys high recognition within the UHNWI-Family Office customer space in the German-speaking part of Switzerland. The goal is to expand its presence in the Suisse Romande market. Why do clients choose our principal for high-profile advisory services in the private banking league? Because of our prime brand and unique offerings tailored to the specific needs of a demanding clientele. A wealthy family, as the principal shareholder and backbone of the Group, ensures 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 embodies our living reality. We are seeking a seasoned
Senior Private Banker for the UHNWI desk in Geneva (m / f / d).
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 (volume CHF 25 million+). You will advise your high-profile clients not only in Private Banking but also 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 in-house expertise in wealth structuring, succession planning, proven product expertise in Alternative Investments, and significant lending capacity and Co-Investing 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 primarily UHNWI clients in Switzerland and Europe. You are comfortable in the Swiss international community and have a proven track record in client acquisition and generating sustainable, long-term business. While your focus is on Private Banking, your goal is to unlock your clients' full potential through targeted cross-selling. You excel at turning opportunities into profitable business. Fluency in French and English is essential.
We offer a robust international Bank Group with a long tradition and excellent reputation in Switzerland. You will provide your clients with easy access to a bank that values its entrepreneurial heritage. Our bank promotes a holistic approach, reflected in both our culture and practices. We offer a unique environment that respects Swiss traditions and accommodates diverse client backgrounds. Enjoy the fast-paced, dynamic environment of an international bank with flat hierarchies and quick decision-making. Let us show you the appeal of this role in a personal call.
If you meet these requirements and find this position challenging, please send your application and CV, referencing the position. For more information, contact Jürg Knecht.
Contact
Phone +41 79 435 89 03
oprandi & partner is an international group with multiple branches across Europe and the UAE/Dubai.