Private Banker

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR APRIVATE BANKER - SWEDENPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Swedish market• Advising both existing as well as new clients on all aspects of their financial...

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...

As a key member of the team, your primary responsibility will be to manage and prioritize a designated client portfolio, on the US market, ensuring their needs are met with utmost priority.Private Banker Assistant / Account ManagerA well-known bank in the center of Geneva.DescriptionTake ownership and support the management of a client portfolio, putting the...

This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore market of Morgan’s 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...

  Responsibilities: Client Relationship Management: Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities.  Business Development: Identify and target new potential clients in the...

  Responsibilities: Client Relationship Management: Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities.  Business Development: Identify and target new potential clients in the...

INTRODUCTION: FOR OUR CLIENT, A LEADING EAM SPECIALIZING IN THE FIELD OF PRIVATE EQUITY, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGERPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients • Promotes advice on various alternative asset...

Take ownership and support the management of a client portfolio, putting the client's needs in first place.Be the go-to expert when it comes to the administration of the client's accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).Use keen foresight in anticipating new risks through the...

Design, develop, and maintain scalable software applications using the .NET stack.Ensure application performance, security, and scalability.Collaborate with cross-functional teams to deliver high-quality banking solutions.Extensive experience in .NET development, especially in a banking or financial services context.Strong analytical and problem-solving...

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...

Collect, process, and analyze client data to support business decisions.Develop and maintain reports and dashboards using advanced Excel functionalities.Collaborate with internal teams to identify and address data analysis needs.Ensure accuracy and integrity of data through thorough validation and cross-checking.Present analytical insights to stakeholders in...

INTRODUCTION: FOR OUR CLIENT, A WELL ESTABLISHED SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GREEK MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Greece• Advising both existing as well as new clients on all...

INTRODUCTION: FOR OUR CLIENT, A PRESTIGIOUS SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - APAC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the APAC market• Advising both existing as well as new clients on all...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - LATAM - CONO SUR MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of HNWI/UHNWI private clients from the Cono Sur region• Advising both existing as well as new clients...

INTRODUCTION: FOR OUR CLIENT, A TOP TIER SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GCC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the GCC market• Advising both existing as well as new clients on all aspects...

Your role will involve structuring and managing various financing initiatives, including greenfield and brownfield projects, concession negotiations, M&A transactions, corporate finance, project finance, asset finance, and hedging.Your expertise will be crucial in M&A transactions, conducting due diligence, negotiating with private and public partners across...

INTRODUCTION: FOR OUR CLIENT, A RENOWNED SWISS PRIVATE BANK, WE ARE LOOKING FOR ADESK HEAD - ITALYPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the Italian market in SwitzerlandBring strong ability to network, build and maintain business relationships within the Wealth Management...

Role Overview: As a Private Banker, you will play a pivotal role in providing bespoke financial solutions to esteemed clients. You'll work closely with ultra-high-net-worth individuals, understanding their unique needs, and tailoring investment strategies to help them achieve their financial goals.Responsibilities:Client Relationship Management:Develop and...

Responsibilities: Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create...

Responsibilities: Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create...