Head of Private Banking & Advisory

Job description

Head of Private Banking & Advisory

Tasks

• Developing the Active Advisory and Consulting sector as part of an established growth strategy to make it a benchmark in its field of activity.
• Strengthening advisory services related to idea generation processes and supporting advisors in line with value propositions for all private banking segments
• Leading a team responsible for promoting and delivering asset management advisory services, tailoring them to the needs of clients and advisors
• Ensuring the quality of active investment advice for private clients and the day-to-day management and leadership of the team
• Ensuring close cooperation with the investment policy and asset management teams within the bank
• Identifying opportunities, preparing investment proposals, and communicating them on various internal platforms
• Proposing arguments for investment proposals and further developing communication materials for advisors and clients

Requirements

• University or higher education (HES or equivalent)
• Similar experience among institutions engaged in asset management for private clients
• Proven experience in portfolio management and expertise in financial markets and asset management products
• Leadership qualities, team spirit, service and communication skills
• Excellent analytical and organizational skills, critical thinking, results-oriented approach to achieving business and transformation goals
• Very good written skills in French and good knowledge of English and German

We offer

The opportunity to be part of a promising company and write three stories: that of your career, that of your bank, and that of our region.