Junior Private Banker

vor 3 Wochen

Zurich, Schweiz PICTET Vollzeit

**Your team**:

- Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.- As a Junior Private Banker in our Zurich office you will be working in the German Speaking Switzerland Team within the bank’s Wealth Management. Eager and motivated to contribute to the team’s success and to start a successful career to become a private banker.**Your role**:

- Your responsibilities include the following:
- Develop and maintain a close and trusting long-term relationship with clients
- Analyze the wealth structure and needs of new clients
- Prepare investment proposals and solutions aligned with the client’s goals, assets and chosen investment policy
- Execute transactions, payments and other banking operations
- Set up new accounts and follow-up on administrative matters
- Meet prospects and clients, prepare client meetings and manage follow-up actions
- Maintain close collaboration with Investment Specialists and the Investment Platform to keep up-do-date with investment solutions and guidelines, and contribute to the development and implementation of a best-in-class product offering
- Control and handling of internal processes; client compliancy; data base; client files to all relevant local laws and regulatory requirements

**Your profile**:

- Client relationship management skills
- Understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and identification of wealth planning opportunities
- Knowledgeable across asset classes and investment vehicles
- Solutions-oriented and proactive mindset
- Excellent communication and presentation skills, both written and oral
- Ability to demonstrate negotiating skills
- Degree in finance or equivalent qualification
- A post-graduate type qualification such as CFA, AZEK or equivalent would be an asset
- Minimum 3 years of private banking experience
- Excellent in German and English, French skills are a plus
- Start date: tbd**Note**:

- We will not accept any CVs via agencies**Diversity & Inclusion**:
**_ Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace._

  • Private Banker/in

    vor 2 Monaten

    Zurich, Schweiz VIVA HR Consulting Vollzeit

    Unsere Mandantin, ist ein internationales, unabhängiges Multi Family Office im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung, Vermögensstrukturierung und Vermögensplanung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren...

  • Private Banker/in

    vor 3 Wochen

    Zurich, Schweiz VIVA HR Consulting Vollzeit

    Unsere Mandantin, ist ein internationales, unabhängiges Multi Family Office im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung, Vermögensstrukturierung und Vermögensplanung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren...

  • Chairman, Private Bank

    vor 2 Monaten

    Zurich, Schweiz AP Executive Vollzeit

    Location: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 7 hours ago AP Executive have an exclusive mandate from our client, a private bank, to search for a Chairman with an excellent track record. This role, which is a 50% job, is to continue to build the excellent reputation and substantial growth the bank has built over the...

  • 2 Private Banker

    vor 2 Monaten

    Zurich, Schweiz VIVA HR Consulting Vollzeit

    Unsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren Ausbaus, sind wir beauftragt worden, zwei...

  • Junior Financial Controller Private Equity

    vor 2 Monaten

    Zurich, Schweiz coni+partner AG Vollzeit

    Our client is an Asset Management of an international bank in Zurich. We are looking for an accountant (m, f, d) in the Finance Department as a Junior Financial Controller Private Equity Investments **Your Tasks**: **Your Skills**: **Your Contact**: **E-Mail**: Aufgaben Being responsible for coordinating analysis, controlling performance and monitoring...

  • Junior Financial Controller Private Equity

    vor 1 Tag

    Zurich, Schweiz coni+partner AG Vollzeit

    Our client is an Asset Management of an international bank in Zurich. We are looking for an accountant (m, f, d) in the Finance Department as a Junior Financial Controller Private Equity Investments **Your Tasks**: **Your Skills**: **Your Contact**: **E-Mail**: Aufgaben Being responsible for coordinating analysis, controlling performance and monitoring...

  • Private Banker Sweden or Norway in Zurich

    vor 2 Monaten

    Zurich, Schweiz Anderson Wise Vollzeit

    **Job type**: - Permanent**Emp type**: - Full-time**Industry**: - Private Banking & Wealth Management**Functional Expertise**: - Executive Management (C -level) Private Banking & Wealth Management**Skills**: - Sweden,Norway,Scandi,Private Banker,Relationship Manager,Client Advisor,Hunter**Location**: - Zurich**Job published**: - 27-07-2023**Job...

  • Private Banker

    vor 2 Wochen

    Zurich, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.As a Private Banker, you will...

  • Private Equity Fund Administrator, Private Bank

    vor 3 Wochen

    Zurich, Schweiz AP Executive Vollzeit

    New - Location: Zurich - Salary: Market related per year - Job Type:Permanent Posted about 3 hours ago We are currently looking for a private equity funds administrator for a well-respected international Private Bank in Zurich. The position has a strong focus on analysing fund documents, distribution breakdowns and calculating NAV prices and instructing...

  • Private Banker Assistant, 80-100%, Zurich

    vor 2 Monaten

    Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a Swiss Private Bank, we are looking for a Private Banker Assistant to support some of their international desks. Tasks - Provide information about portfolio valuation, account balances, trades, etc. directly to clients - Process transfer orders - Liaise with internal service providers to ensure a timely and accurate response to client...

  • International Private Bank- Custody Manager

    vor 1 Woche

    Zurich, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    **Job Summary** If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. International Private Bank Custody team focuses on providing product and sales support to advisors on our custody capabilities that are embedded in our...

  • Team Von 3-4 Private Banker Für Ch-kunden

    vor 2 Monaten

    Zurich, Schweiz VIVA HR Consulting Vollzeit

    Unsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren Ausbaus, suchen wir ein Team von 3-4 Private...

  • Team Von 3-4 Private Banker Für Ch-kunden

    vor 3 Wochen

    Zurich, Schweiz VIVA HR Consulting Vollzeit

    Unsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren Ausbaus, suchen wir ein Team von 3-4 Private...

  • B2b Junior Relationship Manager

    vor 2 Wochen

    Zurich, Schweiz Sygnum Vollzeit

    **About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets bankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major...

  • Private Banker Assistant, Nordic

    vor 1 Monat

    Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a Swiss Private Bank, we are looking for a Private Banker Assistant to support two relationship managers covering clients from Nordic and UK. Tasks - Provide information about portfolio valuation, account balances, trades, etc. directly to clients - Process transfer orders - Liaise with internal service providers to ensure a timely and...

  • Private Banker, Swiss Onshore, Zurich

    vor 2 Monaten

    Zurich, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore 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 mind-set and are...

  • Junior Rfp Writer Private Markets

    vor 2 Wochen

    Zurich, Schweiz Bianchi&Partner AG Vollzeit

    Bianchi & Partner AG Zurich is a well-established company in the area of executive search. Please find our current exclusive search as described below: JUNIOR RFP WRITER PRIVATE MARKETS (Private Equity, Private Debt, Real Estate, Infrastructure Investment Strategies) Our client is a leading Asset Manager in Zurich Switzerland, representing high Investment...

  • Head of Finance International Private Bank Zurich

    vor 2 Wochen

    Zurich, Schweiz Kessler Vogler AG Vollzeit

    Our client offers individualized and exclusive private banking solutions for international Private Wealth Management clients and has a global presence with local expertise. For the Zurich based Finance Department we are recruiting the Head of Finance who is reponsible for Financial-, Managerial-, Regulatory - and Tax-Reporting. In this role you will report...

  • Junior Investment Professional, Fund of Funds

    vor 1 Tag

    Zurich, Schweiz PER, Private Equity Recruitment Vollzeit

    Junior Investment Professional, Fund of Funds & Co-Investments, Zurich, Switzerland **About our client** Our client is a leading Foundation, based in Switzerland, who are looking to add a Junior Investment Professional to their growing private equity team. This role will focus on fund of funds and co-Investments. It is an exciting opportunity to work in a...

  • Junior Investment Manager Infrastructure Private

    vor 3 Wochen

    Zurich, Schweiz Swiss Life Asset managers Vollzeit

    Reconnaître aujourd’hui les opportunités de demain. Les vôtres et les nôtres. Swiss Life Asset Managers vous permet de partager votre expertise et vos talents individuels au sein d’un environnement de travail motivant et flexible. Vous assumez des responsabilités élevées et relevez des défis ambitieux de manière autonome. Vous bénéficiez...