Mercer
Investment Solution Sales(m/w/x)
Vollzeitmit HomeofficeSenior
Zürich
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RORothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Zürich
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Acquiring and retaining UK-based HNW/UHNW clients at a 200-year-old global financial services group, driving strategic AuM growth. 5-10 years Private Banking experience with UK clients and a strong UK business network essential. Above-average pension and social insurance contributions.
Anforderungen
- Solid business experience (5-10 years) in Private Banking (UK clients)
- Well-connected within UK business ecosystem (asset), strategic angle (sector or market segmentation)
- Strong knowledge of global financial markets, experience in structuring/managing portfolios (all asset classes)
- Good foundations/experience in financial planning (tax, legal, estate planning knowledge)
- Integrity, high responsibility, personal engagement/initiative, entrepreneurial attitude, continuous improvement seeking
- Creativity in finding investment solutions (challenging market circumstances)
- Awareness/knowledge of compliance, legal, regulatory practices (relevant markets)
- Flexibility, curiosity, 'can-do' attitude, high interpersonal competence, proactivity
Aufgaben
- Lead acquisition of UK-based HNW and UHNW clients.
- Lead retention of UK-based HNW and UHNW clients.
- Formulate 3-5 year strategy and business plan.
- Execute 3-5 year strategy.
- Execute business plan with target AuM.
- Build trusted relationships with clients.
- Deliver excellent client service.
- Liaise with UK and European teams for opportunities.
- Ensure seamless client service.
- Provide integrated client solutions.
- Provide strong financial analysis.
- Provide strong quantitative analysis.
Berufserfahrung
- 5 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Benefits
Gesundheits- & Fitnessangebote
- Health and wellbeing services
Betriebliche Altersvorsorge
- Above-average pension contributions
Sonstige Zulagen
- Above-average social insurance contributions
- Financial support for external education
Lockere Unternehmenskultur
- Collaborative, respectful, and inclusive workplace
Sinnstiftende Arbeit
- Purpose-driven culture
Weiterbildungsangebote
- Continuous learning
- In-house training opportunities
- Financial support for professional certifications
Flexibles Arbeiten
- Flexible ways of working
- Work from home (up to 40%)
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Rothschild & Co Bank AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - DZ PRIVATBANK
Private Wealth Manager(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Vollzeitmit HomeofficeSeniorZürich
RORothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Zürich
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Acquiring and retaining UK-based HNW/UHNW clients at a 200-year-old global financial services group, driving strategic AuM growth. 5-10 years Private Banking experience with UK clients and a strong UK business network essential. Above-average pension and social insurance contributions.
Anforderungen
- Solid business experience (5-10 years) in Private Banking (UK clients)
- Well-connected within UK business ecosystem (asset), strategic angle (sector or market segmentation)
- Strong knowledge of global financial markets, experience in structuring/managing portfolios (all asset classes)
- Good foundations/experience in financial planning (tax, legal, estate planning knowledge)
- Integrity, high responsibility, personal engagement/initiative, entrepreneurial attitude, continuous improvement seeking
- Creativity in finding investment solutions (challenging market circumstances)
- Awareness/knowledge of compliance, legal, regulatory practices (relevant markets)
- Flexibility, curiosity, 'can-do' attitude, high interpersonal competence, proactivity
Aufgaben
- Lead acquisition of UK-based HNW and UHNW clients.
- Lead retention of UK-based HNW and UHNW clients.
- Formulate 3-5 year strategy and business plan.
- Execute 3-5 year strategy.
- Execute business plan with target AuM.
- Build trusted relationships with clients.
- Deliver excellent client service.
- Liaise with UK and European teams for opportunities.
- Ensure seamless client service.
- Provide integrated client solutions.
- Provide strong financial analysis.
- Provide strong quantitative analysis.
Berufserfahrung
- 5 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Benefits
Gesundheits- & Fitnessangebote
- Health and wellbeing services
Betriebliche Altersvorsorge
- Above-average pension contributions
Sonstige Zulagen
- Above-average social insurance contributions
- Financial support for external education
Lockere Unternehmenskultur
- Collaborative, respectful, and inclusive workplace
Sinnstiftende Arbeit
- Purpose-driven culture
Weiterbildungsangebote
- Continuous learning
- In-house training opportunities
- Financial support for professional certifications
Flexibles Arbeiten
- Flexible ways of working
- Work from home (up to 40%)
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Rothschild & Co Bank AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Rothschild & Co Bank AG
Branche
FinancialServices
Beschreibung
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
Noch nicht perfekt?
- Mercer
Investment Solution Sales(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - DZ PRIVATBANK
Private Wealth Manager(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Vollzeitmit HomeofficeSeniorZürich