Senior private banker

Job description

Senior Private Banker (m/f/d) with proven track record for our office in Zurich, Switzerland

Tasks

• Maintain and grow your client base of ultra-high-net-worth individuals (UHNWIs) and high-net-worth individuals (HNWIs) and their families
• Provide outstanding client service and work with our wealth management division to deliver sophisticated financial services across a range of investment products and asset classes
• Creating customized wealth planning solutions to meet clients' needs, in collaboration with our wealth planning partners
• Maximizing both customer acquisition and customer retention and identifying new business opportunities
• Developing new clients directly or through established networks by leveraging our strong brand and well-positioned asset management organization
• Part of and working closely with a multi-functional, culturally diverse team of financial professionals
• Ensuring that all services comply with the relevant laws and regulatory requirements, supported by our experienced compliance team
• Updating industry news and developments in your specialist areas

Requirements

• Excellent track record in acquiring and managing a substantial client base (assets under management)

We offer

• Independence and the opportunity to develop your skills for the benefit of both your customers and the company
• Cooperation with a leading asset manager in Switzerland
• Integration into an international network of regulated financial service providers