Team Head

vor 1 Woche

Zürich, Zürich, Schweiz Selby Jennings Vollzeit

Are you an experienced Senior Private Banker with a passion for wealth management? Do you thrive in a dynamic and client-focused environment? Look no further Our esteemed client, a family-owned Swiss private bank, is seeking for a Team Head to lead their Swiss Market team in Zurich.

Role Overview:

As the Team Head for the Swiss onshore Market, you will play a pivotal role in driving growth and providing exceptional service to U/HNWI private clients. Your responsibilities will include:

  1. Client Acquisition: Prospect and acquire new clients and assets from the Swiss market.
  2. Holistic Advisory: Advise both existing and new clients on all aspects of their financial needs.
  3. Market Insight: Closely monitor financial markets and trends in international wealth management.
  4. Business Strategy: Define and execute a business plan tailored to the team's clientele and network of relations.

Qualifications:

  • Experience: Currently working in a bank, EAM, or multi-family office.
  • Position: Minimum 10 years in a similar role.
  • Portfolio Management: Currently managing and owning your own portfolio of Swiss private clients.
  • Advisory Expertise: Proven track record in advising and looking after private clients.
  • Product Knowledge: Very good understanding of financial products, services, global compliance, and markets.
  • Language Requirement: Proficiency in Swiss German is mandatory.
  • Residency: Swiss National or valid C Permit.

If you are ready to make a significant impact and contribute to a prestigious institution, apply now We look forward to welcoming you to our client's team.

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