International Private Bank, Client Advisor Team Lead, Swiss Onshore, Geneva
vor 1 Tag
Social network you want to login/join with:
International Private Bank, Client Advisor Team Lead, Swiss Onshore, GenevaClient:Location:Job Category:Customer Service
Job Reference:789c844d72e8
Job Views:10
Posted:21.01.2025
Expiry Date:07.03.2025
Job Description:This is an exciting opportunity to join a dynamic, diverse team within Morgan’s EMEA Private Banking business. We are actively looking for a player-coach leading a group of 10+ advisors across three locations (Geneva / Zurich / Luxembourg). Our advisors are 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 to constantly challenge yourself, Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job responsibilities
- Lead our advisors team based in Geneva, Zurich and Luxembourg (10+), providing ongoing coaching, feedback and development to our team members.
- Drive the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level.
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
- Drive business results and acquire new assets, both from deepening existing client base and new client acquisition.
- Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced.
- Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
- Partner with internal specialists providing interdisciplinary expertise to clients when needed.
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
Required qualifications, capabilities and skills
- Several years of successful experience in private banking, specifically working with ultra-high net worth Swiss resident individuals.
- Established local network and a strong reputation within the Swiss private client sphere.
- Previous business development experience with knowledge in profiling, negotiation and proactively building own client base.
- Proactive approach on prospect and client meetings, within a goal-based approach.
- Problem solver with an entrepreneurial mindset, a tenacity to succeed and a passion for delivering world-class service to clients.
- Proven experience in team management; solid leadership and sales management skills with strategic thinking.
- Experience or demonstrated understanding of investments, banking and credit solutions and identification of wealth planning opportunities.
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail and impeccable sense of ethics and values.
- Excellent communication skills, both written and oral, with ability to generate trust with clients through a credible discussion on investment matters.
- Strong organizational skills and applies a disciplined and organized approach throughout their business.
- Fluent in English, native German and/or French speaker.
Preferred qualifications, capabilities and skills
- Fluency in Italian.
- Previous experience managing across locations.
-
Genf, Schweiz Norman Alex VollzeitSenior Private Banker Key Clients, Swiss Onshore ClientsOur client is an International Private Bank. His/her role will be to support and advise strategic clients, who are generally very sophisticated with complex wealth situations and often have very special requirements in terms of products and services.The idea is to provide them with a broad range of...
-
Private Banker | Geneva
vor 1 Woche
Genf, Schweiz Selby Jennings VollzeitThis banker role is with a pro-business private Bank with strong international reach to assist with and expand further on a very successful emerging markets desk.Responsibilities:Act as trusted advisor to U/HNW clients providing bespoke wealth management services.Be accountable for identifying and developing client relationships within the HNW market with a...
-
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Client:Location:Job Category:Customer ServiceJob Reference:266e0d1c48edJob Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:We are looking for individuals with sales or relationship management experience who can help us further grow our business across a broad range of wholesale accounts including...
-
International Private Bank, Executive Director
Vor 5 Tagen
1204 Genf, GE, Schweiz JPMorganChase Vollzeit**JOB DESCRIPTION** This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss market of J.P Morgan’s EMEA 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...
-
Client Advisor Assistant
Vor 5 Tagen
Genf, Schweiz Nevastar Finance VollzeitClient Advisor Assistant & Office ManagerClient Advisor Assistant & Office Manager (part-time job at 80%)Founded in 2003, Nevastar Finance is an independent wealth & asset management company that serves clients globally through its offices in London, Zurich, Geneva, and Luxembourg.We offer fully integrated and tailored investment solutions thanks to our team...
-
2025 Global Private Bank
Vor 5 Tagen
1204 Genf, GE, Schweiz JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** 2025 Global Private Bank - Summer Internship Program - Geneva** If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry...
-
Senior Relationship Manager
vor 11 Stunden
Genf, Schweiz TN Switzerland VollzeitSenior Relationship Manager - Swiss Onshore Book H/F, GenevaClient:SigmaLocation:Geneva, SwitzerlandJob Category:Customer ServiceJob Reference:f4e8291e8823Job Views:13Posted:24.01.2025Job Description:Our client is a Multi Family Office, based in Geneva, Switzerland. At this moment the client is interested in bringing in a Senior Relationship Manager to their...
-
Premium Client Advisor
Vor 4 Tagen
Genf, Schweiz Resolve SA VollzeitThe company's Premium department is responsible for the development and management of (U)HNWI clients. The objective is to find the best financing solutions according to the projects, luxury objects, investment properties, projects abroad, etc. through our network of financial partners, but also to offer solutions outside the banking market whenever...
-
2025 Global Private Bank
Vor 5 Tagen
1204 Genf, GE, Schweiz JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** 2025 Global Private Bank - Summer Internship Program - Geneva LatAm** If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our...
-
Client Service Executive
Vor 4 Tagen
Genf, Schweiz HSBC Private Bank VollzeitClient Service Executive - Europe International MarketBeing part of HSBC in Switzerland, you’ll help evolve and grow our business.This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities.Are you interested? Do you have a good understanding of how a...
-
Senior Client Service Officer
Vor 5 Tagen
Genf, Schweiz EFG International AG VollzeitJoin our high-performing Geneva team at EFG International, a global private banking group dedicated to offering exceptional private banking and asset management services. We are looking for a proactive Client Services Officer (CSO) who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create...
-
Private Banker
vor 10 Stunden
Genf, Schweiz TN Switzerland Vollzeit• 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 needs• Closely monitoring the financial markets and the trends in the field of international wealth management• Define and execute a business plan based on the team's...
-
Senior Private Banker, GCC clients
Vor 2 Tagen
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Client:AP ExecutiveLocation:Job Category:Customer ServiceJob Reference:575d1874505fJob Views:3Posted:21.01.2025Expiry Date:07.03.2025Job Description:A well-established Private Bank with an excellent reputation is looking to hire Senior Private Bankers with GCC/Middle Eastern clients to further grow on the Bank’s...
-
Associate, Private Wealth, Geneva, Geneva
vor 10 Stunden
Genf, Schweiz TN Switzerland VollzeitAssociate, Private Wealth, Geneva, GenevaClient:Location:Job Category:OtherJob Reference:9c8538b5bee2Job Views:11Posted:24.01.2025Job Description:We are looking for a Swiss-Qualified Lawyer to join our team in the field of Private Wealth.Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are...
-
Client Advisor Wm Private Clients Arabian Gulf
vor 1 Woche
Kanton Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland- Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 252354BR**City** - Genève**Job Type** - Full Time**Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? - We’re...
-
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Senior Relationship Manager Poland for Private Bank Geneva or ZurichClient:Location:Job Category:Customer ServiceJob Reference:4e0fe5f3a0f6Job Views:9Posted:21.01.2025Expiry Date:07.03.2025Job Description:Front OfficeSenior Relationship Manager Poland for Private Bank Geneva or ZurichOn behalf of our client, a...
-
Senior Advisor – Swiss Government
Vor 5 Tagen
Genf, Schweiz Cagi VollzeitSenior Advisor – Swiss Government & UN RelationsThe Syrian Negotiation Commission - Geneva Office (SNCGO) is representing and supporting the SNC and its mandate by expanding and facilitating outreach to Syrians and international actors. The SNC works towards a negotiated end to the Syrian conflict benefitting the Syrian people through dialogue, peaceful...
-
Associate, Private Wealth, Geneva
Vor 5 Tagen
Genf, GE, Schweiz Schellenberg Wittmer VollzeitWe are looking for a Swiss-Qualified Lawyer to join our team in the field of: Private Wealth. Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are highly skilled in advising individuals and families in their planning and structuring of private wealth and business assets, wealth preservation,...
-
Genf, Schweiz HSBC Private Bank VollzeitClient Life Cycle Management Analyst 80-100%Being part of HSBC in Switzerland, you’ll help evolve and grow our business.The Client Lifecycle Management Analyst is responsible for managing all Client Lifecycle Management (CLM) tasks related to Customer Life Cycle Event for all types of risks levels to meet applicable legal, regulatory requirements as well...
-
Genf, Schweiz TN Switzerland VollzeitSenior Relationship Manager Scandinavian Markets for Private Bank Geneva or ZurichJob Description:On behalf of our client, a Private Bank based in Geneva developing a family and entrepreneurial culture, offering services tailored to Scandinavian clients, we are looking for a Senior Relationship Manager. The role can be based in Geneva or in...
