Wealth Management Professional

Vor 5 Tagen

Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit

Job Overview

We are seeking an experienced Wealth Management Professional to join our team in Switzerland. As a High Net Worth Client Advisor, you will be responsible for managing and expanding long-term client relationships in the high-end private banking segment, focusing on the Swiss market.

About Our Client

The bank is a leading international private banking institution that emphasizes personalized and high-quality financial services tailored to the unique needs of each client. Known for its entrepreneurial mindset, it fosters a culture of sustainability, responsibility, and trust in both client relationships and internal operations.

Key Responsibilities

  • Manage and expand long-term client relationships in the high-end private banking segment, focusing on the Swiss market.
  • Provide holistic, client-centered advice and support, tailored to the individual needs of HNWI/UHNWI clients.
  • Build and manage a personal client portfolio, actively acquiring new clients and developing existing ones.
  • Collaborate with an experienced team to deliver comprehensive wealth management solutions.
  • Take ownership of business growth in the target market and work towards expanding the bank's presence in the region.

Requirements

  • Several years of experience in high-end private banking or wealth management.
  • Proven track record in building and managing a client portfolio, with a strong network in the target market.
  • Strong investment and banking knowledge, particularly in securities and investment advice.
  • Professional demeanor with excellent communication skills and discretion.
  • Solution-oriented with the ability to recognize and address client needs.
  • Fluent in German and English.

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