1475 days ago on rolfherthr.ch

Senior_Client_Advisors_PB

Rolf Hert HR Search&Consulting

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 Please refer to JobSuchmaschine in your application

Senior_Client_Advisors_PB

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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