International Private Bank, Client Advisor Team Lead, Executive Director, Swiss Onshore
vor 6 Monaten
This is an exciting opportunity to join a dynamic, diverse team within Morgan’s EMEA Private Banking business. We are actively looking for a player-coach leading a group of 10+ advisors across three locations (Geneva / Zurich / Luxemburg). Our advisors are 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 yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job responsibilities
Lead our advisors team based in Geneva, Zurich and Luxembourg (10+), providing ongoing coaching, feedback and development to our team members Drive the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Drive business results and acquire new assets, both from deepening existing client base and new client acquisition Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Partner with internal specialists providing interdisciplinary expertise to clients when needed Strictly adhere to all risk and control policies, regulatory guidelines and security measureRequired qualifications, capabilities and skills
Several years of successful experience in private banking, specifially working with ultra-high net worth Swiss resident individuals Established local network and a strong reputation within the Swiss private client sphere Previous business development experience with knowledge in profiling, negotiation and proactively building own client base Proactive approach on prospect and client meetings, within a goal based approach Problem solvers with entrepreneurial mindset, a tenacity to succeed and a passion for delivering world class service to clients Proven experience in team management; solid leadership and sales management skills with a strategic thinking Experience or demonstrated understanding of investments, banking and credit solutions and identification of wealth planning opportunities Achievement oriented, focused on exceeding business goals with sufficient attention to detail and impeccable sense of ethics and values Excellent communication skills, both written and oral, with ability to generate trust with clients through a credible discussion on investment matters Strong organizational skills and applies a disciplined and organized approach throughout their business Fluent in English, native German and/or French speakerPreferred qualifications, capabilities and skills
Fluency in Italian Previous experience managing across locations-
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