“From Family to Family” – More than just a claim!
While our principal already holds a strong position and enjoys high recognition in the UHNWI-Family Office customer space in the German-speaking part of Switzerland, it aims to increase its market penetration in Suisse Romande in the coming years. Why do customers choose our principal for high-profile advisory services in the private banking league? Because of a prime brand, a unique offering tailored to the specific needs of a demanding clientele, and a wealthy family as the principal shareholder, ensuring a deep understanding of the culture and challenges faced by wealthy families and entrepreneurs. “From Family to Family” is more than just a claim; it embodies our living reality.
Senior Private Banker covering the UHNWI customer franchise (m/f/d)
You will build, manage, and develop your own portfolio of UHNWI clients, primarily based in the French-speaking part of Switzerland and/or Europe, with a volume of CHF 25 million+.
You will advise your high-profile clients not only in Private Banking but also act 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 in-house expertise in wealth structuring, succession planning, alternative investments, sizeable lending capacity, and co-investment opportunities alongside the owner family.
You are an experienced, Swiss-licensed Senior Private Banker with a first-class educational background. You have a broad network of primarily UHNWI clients in Switzerland and Europe and are comfortable within the Swiss international community. You have a proven track record of client acquisition and generating sustainable, long-term business. Your focus is on Private Banking, but your ultimate goal is to maximize your clients' potential through targeted cross-selling, turning opportunities into profitable business. Fluency in French and English is essential.
We offer a robust international bank group with a long-standing tradition and excellent reputation in Switzerland. Our bank provides easy access to a history of successful entrepreneurship, promotes a holistic approach in practice, and offers a unique environment that reflects Swiss culture and respects diverse backgrounds. Enjoy the fast pace, dynamism, flat hierarchies, and quick decision-making of an international bank. Let us show you the appeal of this role in a personal call.
If you meet the requirements of this challenging position, please send your application and CV indicating reference 3016265. For further information, contact Jürg Knecht.
oprandi & partner is an international group with numerous branches across Europe and the UAE/Dubai.
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