Senior Private Banker

  • Location: Zurich, Switzerland
  • Salary: Competitive
  • Organization: Private Bank

Our client is one of the most renowned private banking institutions currently expanding its private banking team in Zurich. Currently they are looking for Senior Private Banker.

The Role:

  • Acquisition of HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products.
  • Client introduction to other product specialists from Wealth Management / Asset Management Advisory Team to maximise cross-selling opportunities
  • Generate bespoke investment solutions and advise HNWI clients
    Effectively collaborate with senior members of the Private Banking department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Be part of major marketing and PR campaigns aimed at activating new High Net Worth Individual clients
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate (KYC etc.)
  • Keep up-to-date knowledge of economic / market trends and be able to identify the key change triggers
  • Build and constantly keep strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

Your Professional Background:

  • Solid academic background within top-tier Universities
  • At least 5 years of experience in Sales within Private Banking or Investment Banks (latter is preferable)
  • Deep understanding of investment products available on the market
  • Profound understanding of financial markets and economic trends
  • Relevant certificates is a plus
  • Excellent communication and sales skills
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