Team Head of Swiss Onshore Clients
vor 7 Monaten
**Client**:
A human-sized Swiss private bank with strong core value, a long-standing reputation and stability. They offer a wide range of financial services and bespoke client solutions - global in scope and personal in service, With an independent perspective, this is a bank that is extremely dedicated to its HNW private clients and puts their needs first, with in turn an equally very strong commitment to their employees. Being part of client-oriented Swiss Private Bank, which understands Wealth Management within all departments. Headquartered in Geneva, the bank is prominently represented in other parts of Switzerland too, with offices across the country. A collegial place to work with like-minded individuals.
**Position**:
As part of our Client's growth strategy, we are seeking an experienced and entrepreneurial Team Head to join their Private Banking team in Geneva and/or Zurich, driving client acquisition and relationship management within the Swiss onshore market.
This is the chance to have the responsibility of an important role at the heart of the development of a human-scale bank, with direct Senior Management exposure, flat hierarchy and recognised know-how and expertise. An entrepreneurial environment fostering pragmatic and quick decision-making process and a large autonomy of personal operation allowing a real capacity for proposal and initiative. An interesting role due to its challenges, complexity and variety. A competitive remuneration adapted to the experience, skills and seniority of the successful professional.
As a Team Head Private Banking Switzerland, you will be entrusted with the mission of building, leading and inspiring a high-performing team, developing and implementing strategic plans, contributing to the growth of the bank's client base within the Swiss onshore market. Reporting directly to the Head of Private Banking, you will contribute to the bank's overall success through strategic leadership, client-centric initiatives, and continuous development of the team and its capabilities. You will also be responsible for generating P&L and come with your client network and book, able to do acquisition as well as have a commercial target - formula bonus model with lots of freedom and independence for you, and for the team that you will grow, hire and manage - taking the Swiss onshore offering for this bank from strength to strength. The role is able to be based out of our Client's Geneva HQ or their Zurich office.
Responsibilities to include:
- Collaborate with the Head of Private Banking to devise and execute strategic initiatives for the Swiss onshore market, specifically in the French-speaking Romandie region.
Spearhead business development efforts aimed at enlarging the bank's clientele. Leverage your extensive relationship managers experience in this market to acquire and manage a portfolio of high-net-worth clients.
Build and inspire a team of private bankers, relationship managers, and support staff in Geneva.
Foster a collaborative and high-performance culture within the team.
Provide guidance, mentorship, and training to team members for professional development.
Build and maintain strong, lasting relationships with clients, understanding their financial goals and providing tailored solutions.
Contribute to the development of Swiss products, solutions, and offerings to meet client needs.
Build and nurture a high-performing local team in Geneva.
Recruit, train, and develop team members to enhance their skills and capabilities.
Collaborate with other departments to ensure seamless service delivery and client satisfaction.
Report and provide regular updates on team performance, client acquisition, and market trends.
**Profile**:
- Degree in finance, economics or similar qualification with ideally a post-graduate qualification such as CFA. Valid certification as Client advisor is a must (CWMA).
10 years of relationship management experience in a management role in the Swiss onshore market within a private banking setting.
Proven track record of successfully acquiring and managing high-net-worth clients in Switzerland.
Extensive knowledge of Swiss products, solutions, and offerings.
Previous business development experience in Private Banking, developing new client relationships.
Client-oriented, entrepreneurial minded, enthusiastic, collaborative + service-oriented.
Independent and agile, you are also driven to "make things happen".
Interpersonal, negotiation and influencing skills.
A high degree of personal integrity, entrepreneurial, challenge status quo, innovative.
Excellent knowledge of English and French or German, any other languages are strong assets.
Valid Swiss working permit (frontalier OK).
-
Head of Client Relationship Management
vor 7 Monaten
Geneve, Schweiz OPTIMA PARTNERS Vollzeit**Head of Client Relationship Management** For our client, a Geneva based bank active in Wealth Management, we are currently looking for a Head Client Relationship Management. In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers. You act as a role model and ambassador for the Bank....
-
Head of Client Relationship Management
vor 7 Monaten
Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS VollzeitEstablished in 1963 as a Swiss bank, bcp.bank segments its activities into two well-established core businesses: Commodity _ - Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. bcp.bank enjoys a solid _ - reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and...
-
Head of Client Review
vor 7 Monaten
Geneve, Schweiz Brodard Executive Search VollzeitDescription du poste The **Head of Client Review **must manage the Wealth Management Client Periodic Review team, ensuring that the team fulfills its main missions and duties. **The responsibilities **- Provide from time-to-time guidance and expertise on quality standards and regulatory requirements to WM Front Office when necessary; - Synchronize with...
-
Geneva Head of Onboarding
vor 7 Monaten
Geneve, Schweiz EFG International VollzeitOur Financial Crime Compliance Department is looking for an experienced Geneva Head of Onboarding & Periodic Reviews, with a previous experience in Private Banking KYC/AML domain, to join and lead the Geneva Onboarding & Periodic Reviews team. **Main responsibilities** - Lead, supervise and train the Geneva Team while fostering a positive culture in the...
-
Head of Finance
vor 7 Monaten
Geneve, Schweiz Finders SA Vollzeit**Our client**: A well-established bank with a small but growing office in Geneva (fully regulated Swiss subsidiary). Strong shareholder base and entrepreneurial working atmosphere. It has been offering traditional private banking services to its clients for many years and is a respected brand. **Position**: Leading a team, this hands-on operational "mini...
-
Asset Management, Swiss Funds, Client Advisor
vor 7 Monaten
Geneve, Schweiz JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** As you will be part of a broader team, collaboration and teamwork is an integral part of everything we do. You should have the motivation and confidence to proactively engage and lead client conversations throughout the sales process. Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you...
-
Head of Equities
vor 7 Monaten
Geneve, Schweiz SYZ GROUP VollzeitAs Head of Equities for Bank Syz, you will be in charge of defining and executing the strategy for equity research. This includes defining processes, organizing a team, designing and producing research output in order to contribute both to the investment performance and business development. Your responsibilities will also include support to Advisory,...
-
Head of Transaction Monitoring
vor 7 Monaten
Geneve, Schweiz Lombard Odier & Cie VollzeitA 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...
-
Head of Reception
vor 7 Monaten
Geneve, Schweiz SYZ GROUP Vollzeit**Job summary**: The Head of Reception is responsible for the overall management of the reception area at our private bank offices in Switzerland. This includes providing a high level of client experience, organizing the reception teams and ensuring that all 5-star service standards are met for our clients, visitors and staff. Mission **Job description/ key...
-
Head of Clients Services Geneva
Vor 5 Tagen
Geneve, Schweiz PICTET Vollzeit**Your team**: Technology & Operations Division is the partner of Wealth Management, Asset Management and Asset Servicing for technological infrastructure, custodian activities and funds administration. The Client Services Team is part of the Reporting Services which provides a broad range of Reporting services and regulatory reporting. Your team will...
-
Head of Marketing
vor 1 Tag
Geneve, Schweiz Jaeger LeCoultre VollzeitReference Code: 93857**Head of Marketing & Communications**: - Genève, GE, CH- PermanentJaeger-LeCoultre since its creation, Jaeger-LeCoultre has made precision an art form in its own right, balancing skills and artistry with sophistication and aesthetic finesse. In keeping with the inventive spirit initiated in 1833 by its founder Antoine LeCoultre, the...
-
Head of Atm
vor 1 Woche
Geneve, Schweiz skyguide VollzeitSkyguide provides air navigation services in Switzerland and parts of neighbouring countries. With around 1500 employees from more than 30 nations, we are pursuing an ambitious innovation strategy that is based on a strong safety and learning culture. We are guided by four values: “We team up to succeed”, “We drive innovation”, “We own what we...
-
Head of Asset Management
vor 3 Stunden
Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS VollzeitEstablished in 1963 as a Swiss bank, BCP segments its activities into two well-established core businesses: _ - Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP _ - enjoys a solid reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking _ - Law and...
-
Head of Asset Management
Vor 3 Tagen
Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS VollzeitEstablished in 1963 as a Swiss bank, BCP segments its activities into two well-established core businesses: _ - Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP _ - enjoys a solid reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking _ - Law and...
-
Head of External Communications
vor 7 Monaten
Geneve, Schweiz Brodard Executive Search VollzeitDescription du poste For one of our clients, a Swiss Private Bank based in Geneva, we are looking for a Head of External Communication. **The Role - Define and implement Group PR Strategy (media/Social media/digital media); - Oversee Group world-wide press relations (print, TV, etc.) with local media relations team and via PR agencies world-wide; -...
-
Team Leader Client Onboarding Geneva
vor 7 Monaten
Geneve, Schweiz Lombard Odier & Cie VollzeitA career at _Lombard Odier_ means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF_ - 300 billion and operating from over 25...
-
Head of Enterprise Architecture
vor 7 Monaten
Geneve, Schweiz LHH VollzeitFor one of our clients a banking company, in Geneva, we are recruiting for a Head of Enterprise Architecture 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 Head of Entreprise...
-
Team Head Private Banking
vor 1 Woche
Geneve, Schweiz LHH VollzeitOur client, an interntaionally renowned private bank, is looking for a Team Head for their desk based in Geneva. **The responsibilities of this position include**: - Develop a client portfolio in the area of your experise, - Ensure proactive and quality follow-up of your customers, - Provide personalised advice and offer tailor-made solutions services to...
-
Head of HR
vor 3 Stunden
Geneve, Schweiz LHH VollzeitFor our client, an industrial company based near Geneva, we a searching for a: Head of Human Resources As the Head of Human Resources, you will be responsible for overseeing and managing all aspects of HR functions within the company. You will play a critical role in developing and executing HR strategies, policies, and programs to support the...
-
Head of Compliance
vor 1 Tag
Geneve, Schweiz Brodard Executive Search VollzeitDescription du poste Assist Asset Management teams in their activities and ensure that they meet applicable laws and regulations, internal standards and policies at Group level. **The Role - Manage the AM compliance team to deliver high standards of advice, guidance and surveillance in relation to the Bank’s AM activities; - Coordinate activities with...