744 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 –
MARCUARD HERITAGE.
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.