Senior Private Banker

vor 2 Wochen

Genève, Schweiz Brodard Executive Search Vollzeit

Responsibilities:

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

Required Qualifications:

  • University degree in finance, economics, business administration, or a related field.
  • Minimum of 10 years' experience in the private banking sector, with a solid track record in developing and managing portfolios of HNWI or UHNWI.
  • Deep understanding of targeted markets and capacity to create and build trust with clients.
  • Strong knowledge of the private banking environment, products and services offering.
  • Demonstrated ability to develop new business and expand the client portfolio through hunter skills.
  • Excellent communication and interpersonal skills, with the ability to build and maintain long-term relationships with clients.
  • Proficiency in local and international financial regulations, as well as best practices in compliance.
  • Fluency in the relevant languages and French.

Only short-listed candidates will be contacted, thank you for your understanding.

  • Senior Private Banking Assistant

    vor 1 Monat

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Private Banking AssistantClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well...

  • Senior Private Banking Assistant

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Private Banking AssistantClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well...

  • Senior Private Banking Assistant

    vor 2 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Private Banking AssistantClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well...

  • Senior Credit Specialist

    vor 1 Monat

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Credit Specialist - Private BankingClient: A Swiss headquartered bank with a well-established and leading, global presence. The bank manages assets for HNW and UHNW private clients from all over the world, with an open architecture and dynamic, pioneering approach. Entrepreneurial of mind set, this bank would appeal to a dynamic person who is used...

  • Senior Credit Specialist

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Credit Specialist - Private BankingClient: A Swiss headquartered bank with a well-established and leading, global presence. The bank manages assets for HNW and UHNW private clients from all over the world, with an open architecture and dynamic, pioneering approach. Entrepreneurial of mind set, this bank would appeal to a dynamic person who is used...

  • Senior Credit Advisor

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Credit Advisor - Private BankingClient: A Swiss headquartered bank with a well-established and leading, global presence. The bank manages assets for HNW and UHNW private clients from all over the world, with an open architecture and dynamic, pioneering approach. Entrepreneurial of mind set, this bank would appeal to a dynamic person who is used to...

  • Amazing opportunity in a Private Bank for new graduates

    vor 1 Monat

    Genève, Schweiz Academic Work Switzerland Vollzeit

    Have you recently obtained your diploma and want to kickstart your career in the banking sector? You mastered tools like Python and SQL? You have an interest for machine learning and data analysis? You are comfortable speaking and writing in english? You have a first experience (internship) in a family office, hedgefund, bank or similar? Then don't hesitate...

  • Amazing opportunity in a Private Bank for new graduates

    vor 1 Monat

    Genève, Schweiz Academic Work Switzerland Vollzeit

    Have you recently obtained your diploma and want to kickstart your career in the banking sector? You mastered tools like Python and SQL? You have an interest for machine learning and data analysis? You are comfortable speaking and writing in english? You have a first experience (internship) in a family office, hedgefund, bank or similar? Then don't hesitate...

  • Amazing opportunity in a Private Bank for new graduates

    vor 3 Wochen

    Genève, Schweiz Academic Work Switzerland Vollzeit

    Have you recently obtained your diploma and want to kickstart your career in the banking sector? You mastered tools like Python and SQL? You have an interest for machine learning and data analysis? You are comfortable speaking and writing in english? You have a first experience (internship) in a family office, hedgefund, bank or similar? Then don't hesitate...

  • Amazing opportunity in a Private Bank for new graduates

    vor 3 Wochen

    Genève, Schweiz Academic Work Switzerland Vollzeit

    Have you recently obtained your diploma and want to kickstart your career in the banking sector? You mastered tools like Python and SQL? You have an interest for machine learning and data analysis? You are comfortable speaking and writing in english? You have a first experience (internship) in a family office, hedgefund, bank or similar? Then don't hesitate...

  • KYC expert

    Vor 3 Tagen

    Genève, Schweiz Michael Page Switzerland Vollzeit

    Adverse news screening, SOW/SOF corroboration and notably CDB-related documentation, applying the Bank's standards, identifying potential reputational, regulatory, sanction and money laundering related risks through evaluation of client accounts purpose, KYT and KYC completeness, plausibility and accuracy,KYC expert - private bank - CDD 1 yearFor our client,...

  • Senior Risk Manager

    Vor 4 Tagen

    Genève GE, Schweiz Bank J. Safra Sarasin AG Vollzeit

    As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. As Senior...

  • Senior Operational Risk Manager

    vor 1 Woche

    Genève GE, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. We...

  • Client Service Officer Private Banking Geneva

    vor 2 Monaten

    Genève, Schweiz EFG Bank Vollzeit

    Main responsibilitiesSupporting the Client Relationship Officer (CRO) in the daily business activities;Providing a top quality service to clients (regular contacts with clients by phone and/or visits);Preparation and control of documents for the account openings;Different processing operations (fiduciary, transfers, etc.);Procurement of stock market order...

  • Senior Client Risk and Fraud Risk Manager

    vor 1 Woche

    Genève GE, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. We...

  • Credit Analyst Private Banking

    vor 1 Monat

    Genève, Schweiz Performance Consultant - Emplois Fixes & Temporaires - Sélection de Cadres Vollzeit

    Our client, a world-renowned private bank based in Geneva.  Credit Analyst Private Banking H/FRole & Responsibilities:Analyse and assess Lombard & Mortgage credit requests and submit them to the competent Credit Committee for approvalExecute approved transactions, including documentation and perfection of securityProcess credit lines as well as fixed-term...

  • Credit Analyst Private Banking

    vor 3 Wochen

    Genève, Schweiz Performance Consultant - Emplois Fixes & Temporaires - Sélection de Cadres Vollzeit

    Our client, a world-renowned private bank based in Geneva.  Credit Analyst Private Banking H/FRole & Responsibilities:Analyse and assess Lombard & Mortgage credit requests and submit them to the competent Credit Committee for approvalExecute approved transactions, including documentation and perfection of securityProcess credit lines as well as fixed-term...

  • Senior Operational Risk Manager

    vor 1 Woche

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Operational Risk ManagerClient:A leading banking group with well-established Swiss headquarters and excellent global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to...

  • Senior Operational Risk Manager

    vor 1 Woche

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Operational Risk ManagerClient:A leading banking group with well-established Swiss headquarters and excellent global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and...

  • Senior IT Systems Engineer

    vor 2 Monaten

    Genève, Schweiz EFG Bank Vollzeit

    Within the Integrated Technology Department, the new collaborator will work closely with a team of engineers in Geneva and liaise with colleagues in more than 30 countries. Under the supervision of the head of IT infrastructure Design & Solutions, he will focus on cloud architecture and implementation.Main responsibilitiesBuild, design and deploy the...