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Senior Private Banker – NRI Market
vor 1 Monat
Our client is looking for a Senior Private Banker, focusing on the NRI 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:
- To be able to build strong relationships and attract new clients with private banking and wealth management needs to the group.
- To have an existing portfolio of clients.
- Ensure that efficient service and wealth structuring systems are in place.
- Provide advice to the high-net-worth individuals, senior management, and support staff.
- Manage the relationship with clients, investment managers, and senior colleagues.
- Prepare business reports which can be distributed to the investment management.
- Manage risks in a timely manner by following the firm's and external regulatory standards.
- Be abreast of competition, market, and client activities in Switzerland.
- Provide clients all the updated market information and conduct an 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. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.
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 levelMid-Senior level
Employment typeFull-time
Job functionFinance
IndustriesBanking
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