1426 days ago on rolfherthr.ch


Rolf Hert HR Search&Consulting

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 Please refer to JobSuchmaschine in your application


Challenge in the Family Office (FO) Business

My client is a renowned and tradition-based internationally active company with subsidiaries in various

countries around the globe. Sustainability, client first mentality and a risk-conscious business conduct are

the core values of the company. The FO in Switzerland offers its HNWI/UHNWI private clients

comprehensive and tailor made solutions for their private and institutional needs. The competitive

advantage to offer highly attractive fee structures to its clients as well as the independent position in the

Service Financial Industry gives the FO a unique strategic position in the market. The working

environment is multi-cultural and highly professional, the decision making process is fast and the

remuneration package is highly attractive.

For the Family Office in Zurich I’m looking for

Senior Client Advisors Private Banking (HNWI/UHNWI)

Markets Switzerland, Austria, Germany

Main tasks in your job portfolio are:

 Acquisition of new clients (HNWI/UHNWI) in your core-market

 Providing sustainable advice to existing and new clients as a solution provider

 Collaboration with internal and external experts in order to provide comprehensive advice to the

clients (Private and Investment Banking-related solutions/products)

 Participating in strategic, solution and compliance-related meetings

 Frequent travel to the core market(s)

Your profile:

 42 to 65 years old Senior Client Advisor (Private Banker)

 Swiss Residency with preferably market-related nationality

 Master degree or bachelor in economics with further education (e.g. CFA)

 Track record with long-term employment phases at a (Private)Bank and/or at a Family Office with

best references and sound product know-how as solution provider

 Risk-conscious business conduct, client-first mentality and a Private Banking-like appearance

 Highly successful in the acquisition of new clients/referrals (AUM-related) in the past

 Teamplayer, fluent in English and German

If you fully meet the requirements, please send a full CV with photo to info@rolfherthr.ch. Full discretion

is assured. For questions please call +41(0)79 215 56 00.

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