Description

You manage and cultivate relationships with high-net-worth clients, focusing on investment growth and compliance. Your role includes strategic planning, collaboration with teams, and active participation in client engagement activities.

Requirements

• •Bachelor's degree in Finance preferred
• •Certified Chartered Financial Analyst (CFA) desirable
• •Fluency in German and English prerequisite
• •7 to 10 years financial services experience
• •Sound understanding of Swiss private banking
• •Strong interest in financial markets
• •Excellent communication and collaboration skills
• •Client-oriented and solution-oriented
• •Superior investment acumen required
• •Good understanding of Regulatory Framework
• •Strong collaboration and communication skills
• •Professional integrity
• •Ability to manage resources effectively
• •Willing to develop other staff

Tasks

• •Identify and develop relationships with HNW/UHNWIs.
• •Increase assets under management through business development.
• •Generate net new assets and revenue efficiently.
• •Balance client relationships and investment growth daily.
• •Plan and manage resources for optimal business operations.
• •Recommend suitable investment products based on client needs.
• •Review client portfolios to align with investment objectives.
• •Collaborate with IMs to discuss financial goals and market conditions.
• •Act as the Accountable Client Owner for AML compliance.
• •Maintain relationships with management teams for compliance oversight.
• •Cooperate with other functions to deliver value propositions.
• •Support business growth strategies and contribute to team performance.
• •Participate in client social events and marketing activities.
• •Complete key risk indicators and periodic KYC reviews.
• •Stay aware of local compliance and regulatory requirements.
• •Document call reports summarizing client discussions and actions.
• •Build and maintain client relationships from initiation to closure.

Benefits