Job offer
Regional Head of Private Banking - Chablais
The job advertisement is seeking a "Responsable régional Private Banking" for the Chablais region, who will take over the management of the private banking team and be responsible for developing client relationships and the business. The ideal candidate will have a higher education degree, experience in private banking, and solid knowledge of finance, law, and taxation.
Tasks
- pilot sales tracking and optimize work processes
- Motivate, support, and develop the private banking team in the region
- Identifying opportunities and development possibilities for private banking clients
- offering contacts that meet the needs of customers and guarantee impeccable service quality
- Close cooperation with regional managers responsible for retail banking and SME customers
- Acquire new customers through your own network
- Ensure compliance with legal requirements in order to minimize operational and legal risks.
- representing the value proposition of private banking services
Requirements
- higher education (university or banking)
- Experience in managing a private banking advisory team for clients based in Switzerland
- Residence and business relations in the Chablais region
- Solid technical knowledge of tax, legal, and financial issues; SAQ or Wealth Management certification is an advantage and will be required in the long term.
- Good interpersonal skills, leadership qualities, and determination to establish new business relationships
- Perfect command of French and good knowledge of English (level B2 - First)
We offer
No information available.Job details
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