Junior Private Banker

Vor 7 Tagen

Zurich, Schweiz PICTET Vollzeit

**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.- As a Junior Private Banker in our Zurich office you will be working in the German Speaking Switzerland Team within the bank’s Wealth Management. Eager and motivated to contribute to the team’s success and to start a successful career to become a private banker.**Your role**:

- Your responsibilities include the following:
- Develop and maintain a close and trusting long-term relationship with clients
- Analyze the wealth structure and needs of new clients
- Prepare investment proposals and solutions aligned with the client’s goals, assets and chosen investment policy
- Execute transactions, payments and other banking operations
- Set up new accounts and follow-up on administrative matters
- Meet prospects and clients, prepare client meetings and manage follow-up actions
- Maintain close collaboration with Investment Specialists and the Investment Platform to keep up-do-date with investment solutions and guidelines, and contribute to the development and implementation of a best-in-class product offering
- Control and handling of internal processes; client compliancy; data base; client files to all relevant local laws and regulatory requirements

**Your profile**:

- Client relationship management skills
- 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
- Knowledgeable across asset classes and investment vehicles
- Solutions-oriented and proactive mindset
- Excellent communication and presentation skills, both written and oral
- Ability to demonstrate negotiating skills
- Degree in finance or equivalent qualification
- A post-graduate type qualification such as CFA, AZEK or equivalent would be an asset
- Minimum 3 years of private banking experience
- Excellent in German and English, French skills are a plus
- Start date: tbd**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/in

    vor 1 Woche

    Zurich, Schweiz VIVA HR Consulting Vollzeit

    Unsere 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...

  • Chairman, Private Bank

    vor 1 Woche

    Zurich, Schweiz AP Executive Vollzeit

    Location: 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 Equity Fund Administrator, Private Bank

    Vor 7 Tagen

    Zurich, Schweiz AP Executive Vollzeit

    New - 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

    Vor 5 Tagen

    Zurich, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.As a Private Banker, you will...

  • Private Banker Assistant, 80-100%, Zurich

    Vor 2 Tagen

    Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a Swiss Private Bank, we are looking for a Private Banker Assistant to support some of their international desks. Tasks - Provide information about portfolio valuation, account balances, trades, etc. directly to clients - Process transfer orders - Liaise with internal service providers to ensure a timely and accurate response to client...

  • Private Banker Asia Offshore

    Vor 2 Tagen

    Zurich, Schweiz Lombard Odier Vollzeit

    A 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...

  • B2b Junior Relationship Manager

    Vor 3 Tagen

    Zurich, Schweiz Sygnum Vollzeit

    **About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets bankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major...

  • International Private Bank, Executive Director, Private Banker, Swiss Market

    vor 1 Woche

    Zurich, Schweiz JPMorgan Chase & Co. Vollzeit

    This 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...

  • Private Banker Assistant, Nordic

    Vor 5 Tagen

    Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a Swiss Private Bank, we are looking for a Private Banker Assistant to support two relationship managers covering clients from Nordic and UK. Tasks - Provide information about portfolio valuation, account balances, trades, etc. directly to clients - Process transfer orders - Liaise with internal service providers to ensure a timely and...

  • Junior Product Manager Private Equity Und

    vor 1 Woche

    Zurich, Schweiz YIELCO Investments AG Vollzeit

    **Junior Product Manager** **Private Equity und Infrastruktur (w/m/d)** **Zürich, Schweiz**: **Kommunizierst und illustrierst Du komplexe Sachverhalte gerne auf eine verständliche und überzeugende Art und Weise? Gehst Du Herausforderungen aktiv an und bezeichnest Du Dich als Problemlöser, der für unsere Investoren und Deine Team-Kollegen auch mal die...