Please refer to JobSuchmaschine in your application
Responsibilities: -Be an active part of the newly established branch and set-up of a team -Transfer your client with a portfolio of CHF 100mio. AuM with a very attractive revenue sharing participation program -Advice your clients with an independent and best in class approach -Proactively source, advice and acquire new private clients HNWI &UHNWI's or Family Offices -Anticipate the financial client's needs and offer solutions through a wide range of open architecture products -Manage your own client portfolio including market research and regular investment advice and financial solutions -Build a new geographic market area with a new team of bankers -Organize regular face-to-face meetings at the client's preferred location -Part of the strategy for the newly build office -Build up the brand awareness of the Family Office in the market -Participate regularly in the investment committee
Unique opportunity to join a privately owned Family Office
Global Multi Family Office - several billion AuM newly build operation in Zurich
Requirements: - University Degree or equivalent - 10-20 years of working experience within Private Banking / Wealth Management - Proven track record in acquiring and advising HNWI's or Family Office clients - Very strong existing client portfolio with over 150mio. AuM - In-depth product and financial market knowledge with excellent relationship management and leadership skills - Ability to build and leverage strategic working relationships with external and internal partners Personal characteristics: - Senior Banker, ambitious with an entrepreneurial mind-set - Willingness to join the Family Office for a long term business engagement and development - Pragmatic business approach, ability to resolve complex business cases - High level of integrity and professionalism towards the family - A very good written and spoken command of English
Our client is a global Multi Family Office with several billion Assets under Management with full FINMA registration. For the new established team in Zurich we are searching for a Private Banker who wants to advice his clients (UHNWi's, Family Offices) in the best in class approach and with an open product architecture.
Our client is willing to make a very competitive compensation offer to the successfully chosen candidate.