Senior Banker - US clients
Description
OUR CLIENT
Our client is a prestigious Swiss private bank and an investment-led service company, that primarily offers services in
wealth management, asset management, and asset servicing, to private clients and institutions.
ROLE RESPONSIBILITIES
• The successful candidate will be responsible for further growing his/her existing client book alongside establishing a
close and intensive collaboration with internal stakeholders to successfully develop and expand the US Wealth
Management business
• Provide bespoke advice covering the needs of the clientele by leveraging the banks' full shelf of capabilities,
solutions, and expertise
• Responsibility for building lasting and trustful relationships with the clientele
• Work closely with other colleagues, as well as external partners to ensure the proposed solutions maximize the
client’s needs, goals, and objectives
HARD SKILLS & EXPERIENCE
• Proven track record in wealth management; at least 5+ years of working experience as a Relationship Manager or as a Client Portfolio Manager covering US-based clients
• Confidence and experience in executing a business plan for existing clients and prospects
• Demonstrated network that can be activated and leveraged in the US
• Driven self-starter who enjoys working in a dynamic environment and with a strong ability to work independently
• Team player and looking to join an internationally established setup
• Dedicated problem solver with analytical skills and an entrepreneurial approach
• Strong investment skills, able to independently advise clients on investment solutions and identify opportunities
based on the client’s investment risk profile
This could be your next, exciting career move. Get in touch with us by sending your current CV
to Write an email or calling us on +41 44 215 10 80.
