Financial Services Professional

Vor 4 Tagen


Zürich, Zürich, Schweiz Altus Search Ltd Vollzeit

Altus Search Ltd is looking for a seasoned banking professional to lead the sales and business performance for high net-worth clients in the Polish market.

Key Responsibilities:
  • To have an existing portfolio of clients in the private banking space.
  • Develop efficient service and wealth structuring systems to meet client needs.
  • Provide strategic advice to senior management, support staff, and high-net-worth individuals.
  • Manage relationships with clients, investment managers, and senior colleagues to drive business growth.
  • Prepare regular business reports for distribution to investment management teams.
  • Maintain risk awareness by adhering to regulatory standards and best practices.
  • Stay up-to-date on market trends, client activities, and competition in Switzerland.
  • Share market information with clients and conduct analysis to inform their financial decisions.

The ideal candidate will possess a strong background in private banking or relationship management, with excellent communication and interpersonal skills. They should be able to effectively interact with clients at all levels of business.

What We Offer:

A challenging opportunity to work with a reputable search firm, focusing on the Polish market.

Required Skills and Qualifications:
  • Private banking or relationship management experience.
  • Strong understanding of high-net-worth client needs.
  • Excellent communication and interpersonal skills.
  • Ability to interact with clients at all levels of business.


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