697 days ago on marcuardheritage.com

Senior Private Banker Zurich

Marcuard Heritage AG

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 Please refer to JobSuchmaschine in your application

Senior Private Banker Zurich

Need a change? Are you feeling frustrated and confused with the constant change in

senior management, organisational structure, strategy and conflicts of interest at your

present workplace?

Unlock your outstanding client relationship talent for the benefit of your clients and yourself

in creating a partnership with one of the world’s leading independent Wealth Managers –


Senior Private Banker

with proven track record

Your Responsibilities:

● Possess exceptional track record in acquiring and managing a sizeable book of business

(AuM) within your respective market(s);

● Maintain and grow your book of business consisting of UHNWI/HNWI individuals and families;

● Deliver exceptional client service and work with the asset management unit to provide

sophisticated financial advice across a range of products and asset classes;

● Advise on tailor-made solutions to meet clients’ requirements and collaborate with the

estate planning unit in the creation of wealth planning solutions;

● Maximise the acquisition and retention of clients of the family office and identify new

business opportunities;

● Develop prospects directly or via established networks by leveraging on the strong brand;

● Operate as part of a multi-functional, culturally diverse team;

● Ensure that all your offered services are conducted in compliance with relevant law and

regulatory requirements, as well as custodian banks’ and our internal policies;

● Keep abreast of industry knowledge in your field;

Your Qualifications:

● Significant experience as Private Banker with an established portfolio of UHNWI/HNWI

individuals and families;

● Proven track record in client relationship management and acquisition as well as generating

both revenue and client satisfaction in wealth management;

● Strong and broad understanding of compliance and regulatory requirements;

● Broad knowledge of the industry and thorough understanding of the culture and business

acumen in the covered region;

● Highly entrepreneurial spirit;

● Self-motivated, dynamic personality with an ability to work independently;

● Mature and self-confident personality with a high level of integrity;

● You are not a product seller, but an innovative and creative solution provider;

● Excellent communication and proven client management skills;

● Solid educational background with ideally a recognized financial qualification;

If you are the one we are looking for, please send your CV and a cover letter as well as a

summary business plan to jobs@marcuardheritage.com

All information shared will be treated with strictest confidentiality/discretion.

Due to regulatory restrictions, we will only be able to consider applications from applicants

with a valid work permit in your respective business location.