Role Overview:
As a Swiss Onshore Private Banker, you will play a crucial role in managing and growing client relationships within the Swiss market. You'll collaborate with a diverse team of experts to provide personalised financial advice and investment solutions.
Responsibilities:
- Client Advisory: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and tailoring solutions to meet their needs.
- Portfolio Management: Develop and manage investment portfolios, ensuring alignment with client's risk tolerance and objectives.
- Wealth Planning: Provide comprehensive wealth planning advice, including estate planning, tax optimisation, and succession planning.
- Business Development: Identify new business opportunities and contribute to the growth of the Swiss Onshore business.
Qualifications:
- Experience: Previous experience as a Private Banker or Relationship Manager within the Swiss market.
- Certifications: Relevant certifications (e.g., CFA, CFP) preferred.
- Skills: Strong analytical skills, excellent communication, and a client-centric mindset.
- Languages: Fluency in English and French; additional languages are a plus.
Why Join Us:
- Dynamic Environment: Be part of a collaborative and diverse team.
- Client-Centric Approach: Deliver exceptional service to our clients.
