Senior Private Banker - Switzerland

  • Starting on : ASAP
  • Experience level : Senior
  • Activity : Wealth Management
  • Office : Zurich, Geneva

Founded in 1996 in Geneva, Swiss banking group SYZ focuses exclusively on asset management via its two complementary activities: high-end private banking (Banque SYZ) and asset management (SYZ Asset Management). The SYZ investment style, based on active management and risk reduction, is clearly performance-driven. SYZ Group offers a stimulating work environment where human capital takes centre stage.

In this growing context, we are actively looking for a Private Banker.

Your missions

Manage and develop private clients with focus on a specific region (Switzerland), following specific developments targets and priorities to reach key performing indicators.

Are you at your best when solving problems for clients and building long-term relationships?

Do you have a proven track record in client advising and selling investment products?

Your key responsibilities will be:

  • Develop a client book to best match our clients’ product requirements and service needs.   
  • Organize and develop client pipeline.
  • Establish long-term mutually beneficial relationships with clients.
  • Keep accurate, up-to-date client investment profiles using internal tools.
  • Achieve quantitative and qualitative goals.
  • Understand internal product offering (both WM and AM) and ability to pitch solutions to clients. Select advisory, discretionary processes and agreements designed to meet our clients’ needs.
  • Successful client retention.
  • Comply with all regulation, policies and standards, contributing to an effective risk culture.

 

Your profile

Specific skills and competencies:

  • Knowledge of financial markets, products and assigned region.
  • Interpersonal and negotiation skills.
  • Marketing skills.

 

Education:

  • Bachelor, Master degree and/or other degrees (CFA, etc).

 

Professional experience:

  • Min 5 years of experience in a similar role.

 

Personality characteristics:

  • Outstanding interpersonal skills.
  • Entrepreneurial, challenge status quo.
  • Pragmatic, autonomous, discrete.
  • Passionate and committed, with high personal integrity.

 

Language requirements:

  • Fluency in German and English. French is a strong asset.

 

IT Skills:

  • Strong user level in all common IT tools.
Apply for this position

If this position is of interest to you, send us your complete application by filling in the Internet form.

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