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

Client:

Location:

Job Category:

Customer Service

-

Job Reference:

a5d932840272

Job Views:

6

Posted:

06.04.2025

Job Description:

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.

Responsibilities:

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

Qualifications:

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

What We Offer:

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

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

Bank or payment details should not be provided when applying for a job. Eurojobs.com is not responsible for any external website content. All applications should be made via the 'Apply now' button.