Private Banker

Vor 4 Tagen


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 be covering the Italian-speaking Switzerland market, where you will be responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution. You will be part of a team based at the Zurich office but will be required to spend most of the time in the Italian-speaking part of Switzerland. Various levels of flexibility and other specific arrangements may be considered by the bank’s management.**Your role**:

- Your responsibilities will include the following:
- Building and managing a book of business of HNW clients for the Ticino market.
- Managing each account to ensure that clients have a completed profile and that accounts are properly maintained and serviced.
- Meeting prospects and clients and preparing and following up on these meetings.
- Being responsible for the sale and implementation of investment, banking and trust/estate products to core clients, with assistance from all the Bank’s resources (investment specialists, wealth planners, credit specialists, etc.). Ensuring that the products and services offered cover clients’ needs and meet their goals.
- Monitoring portfolios and providing performance reviews.
- Keeping up to date with news and market events and understanding how these impact client accounts.
- Establishing a close and fruitful collaboration with other departments/locations of the bank.

**Your profile**:

- Capacity to develop a book of business consisting of HNW clients in the relevant market.
- Sound 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.
- Entrepreneurial and proactive mindset.
- Excellent communication and presentation skills, both written and oral.
- Solution oriented and with a proactive mindset.
- Excellent negotiating skills.
- Strong sense of ethics, aligned with Pictet’s values and partnership culture.
- Bachelor’s degree.
- Ideally a postgraduate qualification such as a Master’s, CFA, CIIA or MBA.
- Minimum of five years’ business development experience, preferably in private banking.
- Fluency in Italian and English; German and French would be an advantage.
- Start date: asap**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

    Vor 2 Tagen


    Zurich, Schweiz Citi Vollzeit

    The Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) client's within the Swiss market place. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue. Citi Private Bank is a trusted advisor to the world’s wealthiest, most...

  • Private Banker

    Vor 2 Tagen


    Zurich, Schweiz Albedis Vollzeit

    **INTRODUCTION**: Our client, a dynamic **Swiss Private Bank** is looking for a **Private Banker - Middle East Desk** - Position based in Zurich or Geneva, Team welcomed **ASSIGNMENT DESCRIPTION**: Your Responsibilities: *** - **Prospecting** and **acquiring **new clients and new assets of **HNW/UHNW** private clients from the **Middle East**: - Closely...


  • 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...

  • Associate Banker

    vor 1 Woche


    Zurich, Schweiz Citi Vollzeit

    An opportunity to join the Swiss and Monaco team in Zurich as an Associate Banker. The Associate Banker will provide excellent client service in partnership with the Private Banker. The role involves working closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all...

  • Associate Banker

    Vor 2 Tagen


    Zurich, Schweiz Citi Vollzeit

    An opportunity to join the Swiss and Monaco team in Zurich as an Associate Banker. The Associate Banker will provide excellent client service in partnership with the Private Banker. The role involves working closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all...


  • 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...

  • Junior Private Banker

    Vor 6 Tagen


    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...


  • 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...


  • Zurich, Schweiz Banque Heritage Vollzeit

    (fixed-term 3 months) Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial advice....


  • Zurich, Schweiz Banque Heritage Vollzeit

    Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial advice. Combining the...


  • Zurich, Schweiz Banque Heritage Vollzeit

    ZUR ICH (fixed-term 3 months) Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial...

  • Executive Assistant

    Vor 2 Tagen


    Zurich, Schweiz Redstone Private Banking Vollzeit

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...


  • Zurich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    International Private Banking HNWI / UHNWI for customers resident in Malta, Dubai, Brazil, Argentina, Uruguay, Mexico Our client is an internationally oriented Swiss Private Bank with an affiliated Family Office and branches in Zurich, Basel and Geneva. The owners of the bank are still actively involved in the business (VR). The company is growing well and...


  • Zurich, Schweiz coni+partner AG Vollzeit

    Our client is an international bank in Zurich. We are looking for a senior controller (m, f, d) private markets as a Private Equity Investment Controller Aufgaben Controlling of various reports of the private equity fund investments / Ensuring that the reports are correct in terms of content and form and that they are delivered on time / Controlling of...

  • Credit Controller

    Vor 6 Tagen


    Zurich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist das Asset Management...


  • Zurich, Schweiz coni+partner AG Vollzeit

    Our client is a bank in Zurich. We are searching for a treasury expert (m, f, d) as a Cash Pooling Controller / Treasury Bank Aufgaben Ensure and manage sufficient liquidity for Private Markets credit investments / Ensure efficient processes and precise adherence to deadlines / Responsible for liquidity analyses for liquidity and treasury management /...


  • Zurich, Schweiz coni+partner AG Vollzeit

    Our client is a bank in Zurich. We are looking for an accounting specialist (m, f, d) as a Investment Controller Private Equity Aufgaben Financial management of private equity fund of funds and funds mandates / Controlling of special purpose vehicles, including financial accounting, reporting and cash management / Controlling of portfolio companies and...


  • Zurich, Schweiz Bank Cler AG Vollzeit

    Wir sind ganz schön auf Za(c)k. Als junge Tochter der Basler Kantonalbank haben wir mit «Zak» die erste Schweizer Smartphone-Bank auf den Markt gebracht. Damit sind wir einen Tick schneller, pfiffiger und vielleicht sogar frecher als andere Banken. Auch mit dem Thema Geld gehen wir offen um, generell sprechen wir Themen, die uns wichtig sind, direkt an....


  • Zurich, Schweiz coni+partner AG Vollzeit

    Our client is a private bank in Zurich. We are looking for an experienced Data Protection Officer (m, f, d) with a legal or business background as a Risk Manager Data Protection (FADP, GDPR) Bank Tasks As a member of a senior team being responsible for the new data protection rules of the Group / Developing structures and guidelines / Monitoring the...


  • Zurich, Schweiz coni+partner AG Vollzeit

    Our client is the asset management of a bank in Zurich. We are looking for an accounting specialist (m, f, d) of the fund industry as an Investment Controller Private Equity Aufgaben Financial management of private equity fund of funds and funds mandates / Controlling of special purpose vehicles, including financial accounting, reporting and cash...