Private Banker
vor 1 Woche
**Your team**:
- Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.- You will be responsible for new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution.**Your role**:
- Onboarding new clients in order to build its own portfolio.
- Managing each account to ensure that clients have a completed profile and that the accounts are properly maintained and serviced.
- Meeting prospects and clients as well as preparing and following up on these meetings.
- Being responsible for the sale and implementation of managed investment solutions and advisory services to core clients, with assistance from our investment professionals. Ensuring that the strategies and services proposed match or exceed the client’s needs and objectives.
- Monitoring portfolios and providing performance reviews.
- Keeping abreast of market news and understanding how it impacts clients’ portfolios and communicating this accordingly.
- Establishing close and fruitful relations with other service providers both within and outside the Group.
- Maintaining a strong compliance culture and ensuring optimal compliance and risk management by adhering to all relevant local laws, regulatory requirements, in-house directives and procedures.**Your profile**:
- Post-graduate degree such as a Master’s, CFA, CIIA or MBA.
- Minimum of 20 years’ wealth management experience including 10 years’ of local Eastern European client acquisition experience and at least 10 years' management experience.
- Acquainted with Eastern European culture and having worked in the region for at least 10 years.
- Having already managed a team and acted as an inspiring leader to Private Bankers and Client Relationship Officers.
- Solid track record in developing a book of business consisting of Ultra High Net Worth clients, with focus on local business.
- Current client base made of Eastern European nationals with a high geographical diversification of a client base within the region and a strong understanding of the Russian Market.
- Solid understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and identification of wealth planning opportunities.
- Fluency in English and Russian.
- Capacity to develop client relationships and an entrepreneurial and proactive mindset.
- Excellent communication and presentation skills, both written and oral.
- Ability to demonstrate negotiating and proven problem-solving skills.
- Must be resident in Switzerland or willing to relocate.- Ref. PB/FT/EM**Note**:
- We will not accept any CVs via agencies**Diversity & Inclusion**:
**_ Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace._
-
Private Banker
vor 1 Tag
Zurich, Schweiz Citi VollzeitThe Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) client's within the Swiss market place. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue. Citi Private Bank is a trusted advisor to the world’s wealthiest, most...
-
Private Banker Scandinavia
Vor 3 Tagen
Zurich, Schweiz Freestar-People VollzeitOur client is a Swiss private bank with a strong international heritage and serves private clients and financial intermediaries with tailored wealth management, investment advisory, and financing solutions. The group combines the stability of a long-established institution with the agility of a focused private bank. Its service offering includes personalized...
-
Private Banker/in
vor 1 Woche
Zurich, Schweiz VIVA HR Consulting VollzeitUnsere Mandantin, ist ein internationales, unabhängiges Multi Family Office im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung, Vermögensstrukturierung und Vermögensplanung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren...
-
Private Banker
vor 1 Tag
Zurich, Schweiz Albedis Vollzeit**INTRODUCTION**: Our client, a dynamic **Swiss Private Bank** is looking for a **Private Banker - Middle East Desk** - Position based in Zurich or Geneva, Team welcomed **ASSIGNMENT DESCRIPTION**: Your Responsibilities: *** - **Prospecting** and **acquiring **new clients and new assets of **HNW/UHNW** private clients from the **Middle East**: - Closely...
-
Chairman, Private Bank
vor 1 Woche
Zurich, Schweiz AP Executive VollzeitLocation: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 7 hours ago AP Executive have an exclusive mandate from our client, a private bank, to search for a Chairman with an excellent track record. This role, which is a 50% job, is to continue to build the excellent reputation and substantial growth the bank has built over the...
-
Private Banker – Russian Speaking
Vor 3 Tagen
Zurich, Schweiz Altus Search Ltd VollzeitRef: 519ASISWPBTitle: Private Banker – Russian SpeakingLocation: ZurichSalary: AttractiveDate: 27th October 2025Our client is looking for Private Banker to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.Duties...
-
Private Equity Fund Administrator, Private Bank
Vor 6 Tagen
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Market related per year - Job Type:Permanent Posted about 3 hours ago We are currently looking for a private equity funds administrator for a well-respected international Private Bank in Zurich. The position has a strong focus on analysing fund documents, distribution breakdowns and calculating NAV prices and instructing...
-
Private Banker Asia Offshore
Vor 2 Tagen
Zurich, Schweiz Lombard Odier Group VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Private Banker Asia Offshore
Vor 2 Tagen
Zurich, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Zurich, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...