Date: 5th February 2025 was removed.
Our client is seeking a Senior Private Banker to cater to high-net-worth clients in the Swiss market, focusing on providing support, advice, and strategic guidance. The successful individual will lead sales and business performance, as well as manage client portfolios effectively.
Duties Include:
* Establish strong relationships with clients requiring private banking and wealth management services.
* Manage an existing portfolio of clients.
* Ensure that efficient service and wealth structuring systems are in place.
* Provide expert advice to high-net-worth individuals, senior management, and support staff.
* Manage relationships with clients, investment managers, and senior colleagues.
* Prepare business reports for distribution to the investment management team.
* Manage risks in a timely manner by adhering to regulatory standards.
* Stay informed about market trends and client activities in Switzerland.
* Provide clients with updated market information and conduct analysis based on the information obtained.
The ideal candidate will have a background in private banking or relationship management and possess an understanding of how to handle high-net-worth individuals daily. Excellent communication and interpersonal skills are essential for this role, along with the ability to interact effectively at all levels of business.
Job Requirements:
Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Finance
Industries: Banking