Global Wealth Management – Private Banker

The role:

As part of our Global Wealth Management team in the Zurich representative office, we are looking for a Private Banker with an international outlook, capable of managing clients with global needs and able to offer tailored financial solutions. The person we are looking for will be responsible for acquiring and retaining new clients, leveraging their knowledge of the market, investments and financial planning.

• Build a portfolio of Private Clients;
• Provide day-to-day support for investment and asset management processes, offering investment recommendations and maintaining constant communication with clients to promptly identify their need and develop tailored solutions;
• Ensure that customer needs are met by serving as a liaison with the Bank’s internal departments and ensuring the highest quality of service.

• At least 10 years of experience in this role at Banks in the Zurich Area, demonstrated by a loyal client portfolio;
• Extensive knowledge of Swiss and international banking operations, financial services and products, as well as the regulatory system;
• Entrepreneurial mindset and ability to create strong relationships with clients;
• Advanced use of Office suite;
• English, Italian and German required;
• Excellent communication skills, ability to work in a team, and a team-oriented attitude.

Submit your resume and cover letter in English by clicking the “APPLY” button.