Senior Private Banker – Swiss Clients

vor 1 Woche


Zürich, Schweiz Altus Search Ltd Vollzeit

Date: 5th February 2025

Our client is looking for a Senior Private Banker, focusing on the Swiss market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.

Duties Include:

  • Build strong relationships and attract new clients with private banking and wealth management needs.
  • Manage an existing portfolio of clients.
  • Ensure that efficient service and wealth structuring systems are in place.
  • Provide advice to high-net-worth individuals, senior management, and support staff.
  • Manage relationships with clients, investment managers, and senior colleagues.
  • Prepare business reports for distribution to the investment management team.
  • Manage risks in a timely manner by adhering to the firm's and external regulatory standards.
  • Stay informed about competition, market, and client activities in Switzerland.
  • Provide clients with updated market information and conduct analysis based on the information obtained.

The preferred candidate will ideally have a private banking or relationship management background and demonstrate an understanding of how to deal with high-net-worth individuals on a daily basis. Excellent communication and interpersonal skills are essential, as well as the ability to interact effectively at all levels of business.

If you are interested in this opportunity, please email your C.V. to contact@altussearch.ch or call Altus Search on +41 (0) 41 560 02 21 for a confidential discussion.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance

Industries

Banking

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