Aktuelle Jobs im Zusammenhang mit Wealth Management Specialist - Zürich, Zürich - Banque Pictet & Cie SA
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Wealth Management Executive
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Zürich, Zürich, Schweiz DAY ONE Recruitment AG VollzeitDAY ONE Recruitment AG is a Swiss-based recruitment agency specializing in Private Banking and Wealth Management. Our expertise lies in connecting talented professionals with top-tier financial institutions across Switzerland.We are currently partnering with a leading Top Tier Private Bank to find a Senior Relationship Manager for their Zurich office, who...
Wealth Management Specialist
vor 3 Wochen
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. As a Private Banker in our Zurich office, you will be working in the German-Speaking Switzerland Market unit, responsible for business development, client experience, and delivering a complete wealth management solution.
Key Responsibilities:
- 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
- Sales and implementation of investment, banking, and trust/estate products to core clients, assisted by all the Bank's resources
- Monitoring portfolios and providing performance reviews
- Keeping up to date with news and market events and understanding how these impact client accounts
- Establishing close collaboration with other departments/locations of the bank
Your Profile:
- Minimum five years' business development experience, preferably in private banking
- Ideal postgraduate degree such as 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
- Entrepreneurial and proactive mindset
- Excellent communication and presentation skills
- Solution-oriented and with a proactive mindset
- Strong sense of ethics, aligned with Pictet's values and partnership culture
- Fluency in German and English
