Senior Private Banker - Switzerland

  • A partir de : Lo antes posible
  • Grado de experiencia : Senior
  • Actividad : Wealth Management
  • Officinas : 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.

Cometidos

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.

 

Perfil

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.
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