Desk Head, UHNWW Eastern Switzerland

The role

Do you thrive when leading a team? Do you know how to serve customers and achieve goals? We’re looking for a new colleague to take on the following responsibilities:

• You will motivate and lead the local UHNWW team from the St. Gallen office. In doing so, you will ensure that all client advisors, assistants, and specialists offer solutions tailored to the needs, requirements, and goals of your clients and prospects, and that all clients receive comprehensive service across our full range of offerings and advisory services.

What we wish for

You have:

• a university and/or university of applied sciences degree with additional training in banking or finance (MBA, CFA, CAIA, or equivalent level of education)
• Extensive experience in the banking sector, including regional experience in wealth management
• Extensive experience in client service, consulting, and administration in the private wealth segment
• Extensive, in-depth expertise in the areas of financial markets, products, investment banking, and asset management
• Passion for sales and acquiring new customers

She:

• are a natural leadership and action-oriented team—just as you likely see yourselves in your role as “leaders”
• are skilled in dealing with culture
• speak fluent German and English

We offer

We are passionately committed to putting our employees first by offering them new challenges, opportunities for growth, and, whenever possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. And we use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re stronger. We’re committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.