Financial Services Manager

vor 20 Stunden


Zürich, Zürich, Schweiz Trinnovo Group | B Corp™ Vollzeit

We are seeking a highly motivated and client-focused Private Banker to join our client's Private Wealth Management team. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by providing tailored financial solutions and exceptional client service.

Key Responsibilities:

  1. Develop and maintain strong relationships with HNW/UHNW clients, understanding their financial goals and needs.
  2. Provide bespoke investment, wealth planning, and financial solutions.
  3. Act as a trusted advisor, delivering proactive insights and market updates.
  4. Identify and develop new business opportunities through networking and referrals.
  5. Ensure compliance with all regulatory requirements and internal policies.

Key Requirements:

  1. Proven experience in wealth management/private banking with a strong client network.
  2. Sound understanding of investment products, financial markets, and estate planning.
  3. Strong interpersonal and relationship-building skills with a client-centric approach.
  4. Ability to work collaboratively with internal teams, including investment specialists and risk professionals.
  5. Proficient in English – other languages are beneficial.


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