Banking Professional for High Net Worth Clients

Vor 6 Tagen


Zürich, Zürich, Schweiz Banque Pictet & Cie SA Vollzeit
Job Description
We are seeking a talented Banking Professional for High Net Worth Clients to join our Zurich office in the German-Speaking Switzerland Market unit. In this role, you will be responsible for business development, client experience, and engaging our resources to deliver a complete wealth management solution. Your responsibilities will include:
  • 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.
  • Selling and implementing investment, banking, and trust/estate products to core clients, with assistance from 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 a close collaboration with other departments/locations of the bank.


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