Senior Wealth Management Professional

vor 4 Wochen

Zürich, Zürich, Schweiz W Executive Vollzeit

Key Responsibilities:

  • Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives.
  • Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions.
  • Provide expert financial advice on a range of products and services, including wealth management, investment strategies, and estate planning.
  • Identify and acquire new high-net-worth clients through networking, referrals, and business development activities.
  • Deliver exceptional customer service, ensuring client satisfaction and loyalty.
  • Ensure all activities comply with regulatory requirements and internal policies.

Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications are a plus.
  • Experience: Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.
  • Skills:
    • Strong understanding of financial markets, investment products, and wealth management strategies.
    • Excellent interpersonal and communication skills.
    • Ability to build and maintain long-term client relationships.
    • Strong analytical and problem-solving abilities.
    • Proficiency in English; knowledge of additional languages is an advantage.

Personal Attributes:

  • Client-Focused: A passion for delivering exceptional service and financial solutions to clients.
  • Proactive: Self-motivated and driven to achieve targets and grow the client portfolio.
  • Ethical: High ethical standards and a commitment to integrity and transparency.
  • Adaptable: Ability to thrive in a dynamic, fast-paced environment.

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