Private Banker (Swiss onshore market), Geneva

  • Competitive
  • Geneva, Geneve, Switzerland
  • Permanent, Full time
  • Redstone Private Banking Search
  • 24 May 19

Private Banker (Swiss onshore market), Geneva

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with an international private bank looking to expand its coverage of the Swiss onshore HNW market.

Key Responsibilities / Tasks

  • Responsible for managing portfolio of high net worth Swiss resident / Swiss domiciled clients
  • Advising clients on portfolio management, asset allocation, wealth structuring and other investments
  • Managing client relationships effectively and personably and prospecting new clients
  • Working closely with investment advisory and compliance teams
  • Role reports into Managing Director

Key Qualifications / Experience

  • Minimum of 5 years' experience as a Private Banker / Relationship Manager covering the Swiss HNW onshore market
  • Demonstrable track record of client retention, acquisition and revenue generation
  • Strong knowledge of private banking products and multi-asset investment solutions
  • Excellent relationships with high net worth individuals and families in Switzerland
  • Located in Geneva

For all positions based in Switzerland, Redstone Private Banking Search ltd works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.