Senior Private Banker

vor 3 Wochen

Geneva, 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.

 

  • Private Banker Assistant

    vor 4 Wochen

    Geneva, Schweiz Lombard Odier Vollzeit

    A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...

  • Private Banker

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR APRIVATE BANKER - SWEDENPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Swedish market• Advising both existing as well as new clients on all aspects of their financial...

  • Private Banker

    vor 3 Wochen

    Geneva, Schweiz DELEN (SUISSE) Vollzeit

    We are looking for a Private Banker in charge of prospecting clients. Function: You are in charge of the prospection of a private banking client base domiciled in Switzerland by offering the wealth management services of Delen (Suisse). Profile: You have several years of experience in private banking in Switzerland in a similar function. You...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz Albedis Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A LEADING EAM SPECIALIZING IN THE FIELD OF PRIVATE EQUITY, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGERPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients • Promotes advice on various alternative asset...

  • Senior Private Banker

    vor 4 Wochen

    Geneva, 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...

  • Private Banker Assistant

    vor 1 Woche

    Geneva, Schweiz Michael Page Switzerland Vollzeit

    As a key member of the team, your primary responsibility will be to manage and prioritize a designated client portfolio, on the US market, ensuring their needs are met with utmost priority.Private Banker Assistant / Account ManagerA well-known bank in the center of Geneva.DescriptionTake ownership and support the management of a client portfolio, putting the...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A WELL ESTABLISHED SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GREEK MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Greece• Advising both existing as well as new clients on all...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A PRESTIGIOUS SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - APAC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the APAC market• Advising both existing as well as new clients on all...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A TOP TIER SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GCC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the GCC market• Advising both existing as well as new clients on all aspects...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - LATAM - CONO SUR MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of HNWI/UHNWI private clients from the Cono Sur region• Advising both existing as well as new clients...

  • Senior Private Assets Distribution Specialist

    vor 1 Monat

    Geneva, Schweiz Banque Lombard Odier & Cie SA Vollzeit

    Eine Karriere bei der Lombard Odier Gruppe ist etwas, worauf man stolz sein kann. Unsere Mission ist es, das Vermögen unserer Kunden zu schützen und zu mehren – doch nicht um jeden Preis. Nachhaltigkeit steht im Mittelpunkt unseres Handelns und wir behandeln das Vermögen unserer Kunden so, als wäre es unser eigenes. Aufbauend auf unserer „Rethink...

  • International Private Bank, Client Advisor, Swiss Onshore

    Vor 4 Tagen

    Geneva, Schweiz JPMorgan Chase & Co. Vollzeit

    This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore market of Morgan’s Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking...

  • Senior Private Assets Distribution Specialist

    vor 4 Wochen

    Geneva, Schweiz Lombard Odier Vollzeit

    A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...

  • Senior Compliance Officer

    vor 3 Wochen

    Geneva, Schweiz Union Bancaire Privee Vollzeit

    Senior Compliance Officer - Russian Speaker Mission Ensuring that new and/or existing clients to the bank, for the Emerging Markets & Eastern Europe region, are compliant with laws, regulations such as AML, CDB, FATCA, CRS and internal guidelines and standards. Challenges Working in a fast pased environment and managing priorities...

  • Private Banking It Consultant – Business Analys

    vor 3 Wochen

    Geneva, Schweiz Lhh Vollzeit

    For one of our clients in Geneva, we are recruiting a Private Banking IT Consultant (a senior and a junior) who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you Responsibilities: As a Private Banking IT...

  • Senior Network Engineer

    vor 3 Wochen

    Geneva, Schweiz Lhh Vollzeit

    For one of our clients in Bank area in Geneva we are recruiting a Senior Network Engineer who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you Responsibilities : As a Senior Network Engineer you design and...

  • Private Banking IT Consultant – Business Analys

    vor 3 Wochen

    Geneva, Schweiz Adecco Human Resources AG Vollzeit

    For one of our clients in Geneva, we are recruiting a Private Banking IT Consultant (a senior and a junior) who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you!Responsibilities:As a Private Banking IT...

  • Private Banking IT Consultant – Business Analys

    vor 2 Wochen

    Geneva, Schweiz LHH Vollzeit

    For one of our clients in Geneva, we are recruiting a Private Banking IT Consultant (a senior and a junior) who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you!Responsibilities:As a Private Banking IT...

  • Private Banking IT Consultant

    vor 2 Wochen

    Geneva, Schweiz LHH Vollzeit

    For one of our clients in Geneva, we are recruiting a Private Banking IT Consultant (a senior and a junior) who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you! Responsibilities: As a Private Banking IT...

  • Private Banking IT Consultant

    vor 3 Wochen

    Geneva, Schweiz LHH Vollzeit

    For one of our clients in Geneva, we are recruiting a Private Banking IT Consultant (a senior and a junior) who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you! Responsibilities: As a Private Banking IT...