Swiss German Market Wealth Professional

Vor 2 Tagen


Zürich, Zürich, Schweiz Banque Pictet & Cie SA Vollzeit
Job Description

The successful candidate will be responsible for business development, client experience, and engaging resources to deliver a complete wealth management solution in the German-Speaking Switzerland Market unit.

This role involves building and managing a book of business consisting of HNW clients, managing accounts to ensure completed profiles, and meeting prospects and clients to prepare and follow up on these meetings.

  • Sale and implementation of 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 close collaboration with other departments/locations of the bank.
  • Maintaining a strong compliance culture, ensuring optimal compliance and risk management in accordance with local laws, regulatory requirements, and in-house directives.


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