Private Banker

Vor 4 Tagen

Zurich, Schweiz Banque Pictet & Cie SA 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 in our Zurich office, you will be working in the German-Speaking Switzerland Market unit, where you will be responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution.

Your role

Your responsibilities will include the following:

• Building and managing a book of business of HNW clients in the Swiss German 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 the client’s 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.
• Maintaining a strong compliance culture, ensuring optimal compliance and risk management in compliance with all relevant local laws, regulatory requirements, in-house directives and procedures. Possessing adequate knowledge to apply the above effectively and ensure fair treatment of all clients while at the same time adhering to the mission and core values of Pictet across all your activities with a high degree of professional competency and awareness.

Your profile

• Minimum of five years’ business development experience, preferably in private banking
• Ideally a postgraduate degree such as a Master’s, CFA, CIIA or MBA.
• 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.
• Fluency in German and English.
• Must be resident in Switzerland or willing to relocate.

Start date: asap

We will not accept any CVs via agencies

Diversity and 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 7 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 7 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...

  • Private Banker

    vor 1 Woche

    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 Banker Assistant, 80-100%, Zurich

    Vor 6 Tagen

    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 2 Wochen

    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 7 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...

  • Private Banker Assistant, Nordic

    vor 1 Woche

    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 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 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...

  • Head of Finance International Private Bank Zurich

    Vor 6 Tagen

    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...

  • Intern Private Banking

    vor 2 Wochen

    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....

  • Steuerjurist Private Banking

    vor 23 Stunden

    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 eine Privatbank in...

  • Intern Private Banking

    vor 1 Woche

    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...

  • Intern Private Banking

    vor 1 Woche

    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 7 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...

  • International Private Banking

    Vor 7 Tagen

    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...

  • International Private Bank

    Vor 4 Tagen

    Zurich, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** 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...

  • Private Equity Investment Controller

    vor 1 Woche

    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 2 Wochen

    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...

  • Credit Controller

    vor 23 Stunden

    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...

  • Investment Controller Private Equity

    vor 23 Stunden

    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 Tasks Financial management of private equity fund of funds and funds mandates / Controlling of special purpose vehicles, including financial accounting, reporting and cash management...