Senior Private Banker

We have been mandated to recruit for a Senior Private Banker(s) based in Switzerland for a prominent Swiss Asset Manager and various Top Tier banks.

The candidate will be responsible to deliver the expected business growth with emphasis on client acquisition and Assets Under Management (AUM).

We expect the candidate to have proven experience within the focus markets, this could be any market.

The candidate will be responsible for building UHNW client relationships, leverage his/her network to engage and acquire clients for the Asset Manager within the focus markets, as well as engage and deepen existing client relationships. Therefore, the candidate will have experience working in the area of Wealth Management in highly regulated jurisdictions, preferably with a solid understanding of the FinSA and/or MiFID II regulatory frameworks.

The candidate is expected to have a robust understanding of international cross border banking practices and industry standard compliance and AML protocols.

• Strong client acquisition and deepening experience in focus markets, and provide a high quality and compliant Wealth Management Investment Advisory Services
• Ensure a collaborative team-based approach with Products/Investment Specialists, and ensure that this partnership translates into an efficient, smooth and highly satisfactory client experience in relation to day to-day client servicing and execution of client instructions
• Solid knowledge on the full range of Wealth Management services (Advisory & Discretionary), including investment product knowledge covering but not limited to Fixed Income, Equities, Collective Investment Schemes, Structured Products and Islamic Solutions
• Experience in dealing with Wealth Structuring and intra-generational conversations/solutions is important.

• Ensure periodic (minimum annually) client reviews of all assigned clients
• This includes portfolio reviews, investment profile reviews as well as KYC validation and updates
• Actively market Wealth Management services within the Market(s) of focus through and effective and value-added client engagement
• Ensure all client related engagements follow the established cross border rules & internal governance guidelines
• Ensure that all client interactions are governed by the advisory framework set forth by the Swiss regulator(s) e.g. FinSA
• Actively participate in all relevant internal business and governance forums.

• Strong client engagement, acquisition and deepening experience
• Strong investment advisory experience under highly regulated markets i.e. FinSA and/or MiFID II
• Excellent interpersonal skills
• Effective team player, self-motivated and flexible
• Strong leadership skills
• Ability to engage and communicate with colleagues at all seniority levels
• Ability to effectively perform in a Boutique, family-operated Asset Manager.

• 10+ years of banking experience in the area of Wealth Management in client facing roles responsible for an assigned client book
• Experience operating out of highly regulated markets.

• University Degree in Business or Economics
• CWMA Certification (SAQ) highly desirable

• Fluent English (written and verbal) and the Language of the market the focus is on.

We look forward to receiving your application.