Senior Private Banker

vor 2 Wochen


Genf, Genf, Schweiz Brodard Executive Search Vollzeit

Responsibilities:

  • Client Relationship Management: Develop, manage, and grow profitable book of High-Net-Worth (HNW) clients and prospects. Maintain strong relationships by providing personalized wealth management advice and identifying suitable investment opportunities.
  • Business Development: Identify and target potential clients in various European markets, focusing on HNW individuals and affluent families.
  • Financial Analysis: Conduct thorough financial analysis to assess clients' needs and objectives, recommending tailored investment solutions based on their risk profile and financial goals.
  • Regulatory Compliance: Ensure adherence to local and international financial regulations as well as internal policies.
  • Internal Collaboration: Work closely with teams like investment specialists, tax advisors, and legal experts to offer comprehensive expertise to clients.

Required Qualifications:

  • University degree in finance, economics, business administration, or a related field.
  • Minimum of 10 years' experience in private banking, with a strong record in managing HNWI or UHNWI portfolios.
  • Deep understanding of markets and the ability to build trust with clients.
  • Solid knowledge of private banking environment, products, and services.
  • Proven ability in developing new business opportunities and expanding client portfolios.
  • Excellent communication and interpersonal skills for nurturing long-term client relationships.
  • Proficiency in financial regulations and compliance best practices.
  • Fluency in relevant languages and French.

Only candidates short-listed.



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