German-Speaking Swiss Market Banker
vor 1 Tag
Wealth management involves offering a comprehensive service for high net worth individuals and families. As a Private Banker, you will be responsible for business development and client engagement in the German-Speaking Switzerland Market unit.
Key Responsibilities- Build and manage a book of business of HNW clients in the Swiss German market.
- Manage each account to ensure that clients have a completed profile and that accounts are properly maintained and serviced.
- Meet prospects and clients and prepare and follow up on these meetings.
- Sell and implement investment, banking, and trust/estate products to core clients.
- Minimum five years' experience in business development, preferably in private banking.
- A postgraduate degree, such as a Master's, CFA, 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 mindset and excellent communication skills.
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