180 days ago on albertcliff.com

Senior Private Banker

Albert Cliff

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 Please refer to JobSuchmaschine in your application

Senior Private Banker

Private BankingSenior Private Banker

Senior Private Banker

  • Location:Zurich, Switzerland
  • Salary:Competitive
  • Organization:Private Bank
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Our client is one of the most renowned private banking institutions currently expanding its private banking team in Zurich. Currently they are looking for Senior Private Banker.

The Role:
  • Acquisition of HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products.
  • Client introduction to other product specialists from Wealth Management / Asset Management Advisory Team to maximise cross-selling opportunities
  • Generate bespoke investment solutions and advise HNWI clients
    Effectively collaborate with senior members of the Private Banking department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Be part of major marketing and PR campaigns aimed at activating new High Net Worth Individual clients
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate (KYC etc.)
  • Keep up-to-date knowledge of economic / market trends and be able to identify the key change triggers
  • Build and constantly keep strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries
Your Professional Background:
  • Solid academic background within top-tier Universities
  • At least 5 years of experience in Sales within Private Banking or Investment Banks (latter is preferable)
  • Deep understanding of investment products available on the market
  • Profound understanding of financial markets and economic trends
  • Relevant certificates is a plus
  • Excellent communication and sales skills
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