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.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
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