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Private Banker (German-speaking Swiss onshore market), Zurich

Posted on Feb 8, 2019 by Redstone Private Banking Search

Zürich, Zürich Switzerland
Immediate Start
Annual Salary

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with a Swiss bank looking to expand its team in Zurich.

Key Responsibilities / Tasks

  • Responsible for managing portfolio of ultra-high and high net worth German speaking Swiss domiciled clients
  • Advising clients on portfolio management, asset allocation, wealth structuring and other investments
  • Managing client relationships effectively and personably and prospecting new clients
  • Working closely with investment advisory and compliance teams
  • Role reports into Market Head
  • Key Qualifications / Experience

  • 8-10 years' experience as a private banker / relationship manager covering the Swiss-German onshore market
  • Demonstrable track record of client retention, acquisition and revenue generation
  • Fluent in German
  • Excellent relationships with ultra-high net worth individuals, institutions and families in Switzerland
  • Located in Zurich
  • For all positions based in Switzerland, Redstone Private Banking Search works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.

    Reference: 636602688