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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
Banking
Immediate Start
Annual Salary
Full-Time

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