Are you an experienced Senior Private Banker with a passion for wealth management? Do you thrive in a dynamic and client-focused environment? Look no further! Our esteemed client, a family-owned Swiss private bank, is seeking for a Team Head to lead their Swiss Market team in Zurich.
Role Overview:
As the Team Head for the Swiss onshore Market, you will play a pivotal role in driving growth and providing exceptional service to U/HNWI private clients. Your responsibilities will include:
- Client Acquisition: Prospect and acquire new clients and assets from the Swiss market.
- Holistic Advisory: Advise both existing and new clients on all aspects of their financial needs.
- Market Insight: Closely monitor financial markets and trends in international wealth management.
- Business Strategy: Define and execute a business plan tailored to the team's clientele and network of relations.
Qualifications:
- Experience: Currently working in a bank, EAM, or multi-family office.
- Position: Minimum 10 years in a similar role.
- Portfolio Management: Currently managing and owning your own portfolio of Swiss private clients.
- Advisory Expertise: Proven track record in advising and looking after private clients.
- Product Knowledge: Very good understanding of financial products, services, global compliance, and markets.
- Language Requirement: Proficiency in Swiss German is mandatory.
- Residency: Swiss National or valid C Permit.
If you are ready to make a significant impact and contribute to a prestigious institution, apply now! We look forward to welcoming you to our client's team.
