Agency Director

vor 1 Woche


YverdonlesBains, Waadt, Schweiz Redstone Private Banking Vollzeit

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets.

With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are working with a reputable Swiss Retail Bank with over ten branches across Switzerland that are looking for an Agency Director in Yverdon-les-bains

Key Responsibilities / Tasks

  • Lead and support the growth of the branch in Yverdonlesbains. Implement business development and marketing strategies to attract NTB retail & affluent clients
  • Manage a team of client advisors and work alongside your Deputy to grow the team's portfolio and regional presence.
  • Use a benevolent management style to ensure the bank maintains its excellent working conditions and its positive team atmosphere. Support your team fully and provide constructive training where needed
  • Warrant the team is compliant and complicit with regulatory guidelines
  • Role reports into Group Director
Key Qualifications / Experience

  • Front office leadership experience with a successful track record in hiring and profitability
  • Excellent knowledge and professional experience within the retail or affluent banking sector with a strong understanding of the clients' needs
  • Expertise in mortgages, insurance, funds, pensions, inheritance law and taxation
  • An entrepreneurial and positive minded individual who motivates those around them
  • Holds the relevant banking training certifications i.e. CFC, HES, Federal Certificate of Financial Advisor) or equivalent
  • Bilingual in French and German / Swiss German. English is a plus.


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