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Private Banker Swiss UHNWI Clients (M/W/D)

Zürich Permanent View Job Description
The role involves managing and growing a portfolio of ultra-high-net-worth clients, offering tailored wealth management solutions in investment, banking, and trust services. The position requires business development, collaboration with various specialists, and a strong focus on compliance and client satisfaction.

added 01/04/2025

  • Work with a prestigious Swiss bank with over 200 years of heritage.
  • Manage UHNW client portfolios in an entrepreneurial, dynamic environment.

About Our Client

The bank is a prestigious Swiss-based private banking group with a heritage of over 180 years. It specializes in providing comprehensive wealth management services for ultra-high-net-worth individuals and families, offering investment, banking, and trust solutions with a strong focus on client care and sustainable investing expertise.

Job Description

  • Build and manage a portfolio of ultra-high-net-worth clients, ensuring comprehensive service and client satisfaction.
  • Develop and implement tailored investment, banking, and trust solutions in collaboration with specialists.
  • Meet with prospects and clients, preparing and following up on meetings.
  • Monitor portfolios, providing performance reviews and adapting strategies to meet client goals.
  • Stay informed on market events and trends, assessing their impact on client accounts.
  • Foster strong collaboration across bank departments and locations.
  • Ensure compliance with regulatory requirements and internal policies, maintaining a high ethical standard.



The Successful Applicant

  • At least 5 years of experience in business development, preferably in private banking.
  • Strong understanding of investment, banking, and trust concepts, including asset allocation and wealth planning.
  • Entrepreneurial mindset with the ability to build and manage a ultra-high-net-worth client portfolio.
  • Excellent communication, presentation, and negotiation skills.
  • Solution-oriented and proactive approach to client needs.
  • High ethical standards, aligned with the bank's values and compliance requirements.
  • Fluent in both German and English, with the ability to work in Switzerland.



What's on Offer

  • Opportunity to work with a prestigious, partner-owned financial institution.
  • Access to comprehensive resources and expertise to support client solutions.
  • A dynamic, entrepreneurial work environment focused on business growth and client success.
  • A chance to build and manage a ultra-high-net-worth client portfolio in the Swiss German market.
  • Competitive compensation and benefits package.
  • Collaborative culture with strong emphasis on compliance, ethics, and professional growth.



Quote job ref
JN-022025-6662977

Job summary

Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Zürich
Contract Type
Permanent
Job Reference
JN-022025-6662977

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