Gehaltsübersicht für Private Banker in Schweiz

Unsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren Ausbaus, suchen wir ein Team von 3-4 Private Banker, CH Kunden Als erfolgsorientiertes Team überträgt Ihnen unser Kunde die Verantwortung seinen Brand bei Ihrem bestehenden Kundenstamm in einer hohen Komplexität zu präsentieren. Durch profunde Beratung und raschen Vertrauensaufbau entwickeln Sie langfristige Kundenbeziehungen, die dem Stile der Bank entsprechen. Ihr langjähriges von Nachhaltigkeit geprägtes Netzwerk, werden Sie dank der individuellen und massgeschneiderten Lösungen, gemeinsam mit internen und externen Spezialisten weiterentwickeln. Zudem verstehen Sie es durch gezielte Durchführung von Kundenveranstaltungen, für die nötigen Akzente in Ihrem Marktgebiet zu sorgen. Sie sind auf der Suche nach der beruflichen Herausforderung, in welcher Sie Ihre ausgeprägte, unternehmerische Denkens- und Handelsweise einbringen können, mit der Möglichkeit Ihr eigenes Portfolio und Ihr persönliches Kundennetzwerk in einer transparenten Private-Banking-Struktur weiterzuentwickeln. Als erfolgreiches Team, mit einem grossen Erfahrungswert in Ihrem Marktgebiet und der Fähigkeit die damit verbundenen Kontakte angehen zu können, sehen Sie einem grossen Track Record entgegen. Überaus marktgerechte Anstellungsbedingungen, mit ausgezeichneten Sozialleistungen, sowie ein absolut transparentes Bonussystem erwarten Sie bei unserem Kunden, abgerundet auf einen äusserst motivierten und sympathischen Teamspirit.8001 Zürich, ZH

Senior Private Banker | Zurichf/m/d,with a proven track record for our office in Zurich, SwitzerlandDo you need a change? Are you feeling frustrated with constant changes in senior management andorganizational structures, shifting strategies, or conflicts of interest at your present workplace? Are you atalented relationship manager with an established client portfolio? Then perhaps it’s time to gain someindependence and unlock your potential for the benefit of both you and your clients by partnering up withone of Switzerland’s leading wealth managers. Marcuard Heritage AG is a FINMA-licensed portfolio manager founded in 2003 and headquartered inZurich. Marcuard Heritage AG forms part of Marcuard Heritage Group, an international network ofregulated financial services providers in Singapore, Cyprus, and Switzerland. Marcuard Heritage AGprovides holistic wealth management services to UHNWIs and their families. Your Responsibilities: Maintain and grow your book of business consisting of UHNW/HNW individuals and families Deliver outstanding client service and work with our asset management unit to provide sophisticatedfinancial services across a range of investment products and asset classes Create tailor-made wealth planning solutions to meet clients’ needs in collaboration with our wealthplanning partners Maximise both client acquisition and retention and identify new business opportunities Develop prospects directly or via established networks by leveraging our strong brand and our well-positioned wealth management organization Be part of and work closely with a multi-functional, culturally diverse team of financial experts Ensure that all your services comply with the relevant laws and regulatory requirements, supported byour seasoned compliance team Keep abreast of industry news and developments in your fields of expertise Your Qualifications: Exceptional track record in acquiring and managing a sizeable book of business (AUMs) Significant experience as a private banker with an established client portfolio of UHNW/HNWindividuals and families Proven track record in client relationship management and new client acquisition as well as ingenerating revenue and ensuring satisfied wealth management clients Strong and broad understanding of compliance and regulatory requirements Extensive knowledge of the industry and thorough understanding of the culture and business acumenin your target markets Self-motivated and dynamic with an ability to work independently: You are not an investment productsalesman, but an innovative provider of holistic solutions Highly entrepreneurial spirit High level of integrity and loyalty Excellent language skills and cultural knowledge of your clients’ markets with strong communicationand proven client management skills Solid educational background, ideally with a financial degree or certificate from an accreditedinstitution By applying for this position, you consent to the collection, recording, and processing of your personal data and grant Marcuard Heritage AG and its affiliates permission to use your data to perform tasks related to staffing this position. Your data will be stored and processed in our IT system in line with applicable data protection laws. Apply for this position 2 | 2

  Barclays OverviewBarclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group We are an equal opportunity employer and we are opposed to discrimination on any grounds.                Working FlexiblyWe’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.  If you would like some flexibility then please discuss this with the hiring manager.Overall purpose of roleThe Private Banking team offers bespoke banking and investment solutions to high net worth client.  Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.  Key Accountabilities·         Working on their own volition to achieve personal objectives and assist in achieving team targets for:-          new clients-          assets-          revenues·         Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries.·         Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome.·         Become a go to person within the team and key interface between the client and other parts of the Barclays group, including:-          Wealth Advisory-          Discretionary Portfolio Management-          Investment Advisory-          Global Investments & Solutions·         Provide the client with world class financial solutions.·         Be able and willing to discuss markets, their issues and opportunities with clients.·         Fully utilise the banker toolset, systems and platforms and challenge current standards to continuously improve quality.·         Engage with digital technologies, products and solutions that are relevant to the Wealth business, and have the ability to use them to enhance the service provided to clients. Stakeholder Management and Leadership VP Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues.  In order to achieve this they must be proactive in identifying and developing opportunity and they must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.  They would be expected to take the lead on specific partnerships and relationships on behalf of the team.  The VP Private Banker may be expected to work within a banker cell or on their own, so they must be expected to be a team player capable of influencing from within the team and a highly self motivated/independent self starter.   The VP Private Banker is expected to extend their sphere of influence beyond their own team in making a positive contribution to the wider Private bank business, so must be capable of building extended personal networks. The VP Private Banker is unlikely to have any direct leadership accountability, but is expected to be accomplished in influencing others and working collaboratively (within a cell, their own team, the wider Private Bank and beyond) in order to secure positive outcomes for clients and for the business.  Decision-making and Problem Solving The VP Private Banker is expected to have a high degree of technical knowledge and to be accomplished in applying analytical reasoning and judgement to solve complex problems in order to deliver the highest levels of client advice and service.  They must be adept in employing appropriate resources to drive continuous improvement and innovation, and in managing others involved in complex processes to ensure ultimate successful delivery.  The VP Private banker must be skilled in making informed transparent decisions, considering the broader/longer term implications for the benefit of client and business.  They must also be capable of engaging others in this decision making process, gaining consensus and agreement and managing collective work to conclusion. The VP Private banker must be proactive in taking ownership for issues that impact clients, working with others to resolve them and proactively engaging in opportunities to develop business improvement (eg; central programmes and projects etc) with the objective of identifying and enabling breakthrough innovations as well as incremental improvements to the business and our client service. Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards This includes but is not limited to:-          Ensuring conformity with global and market standards of client service-          Ensuring conformity with all Barclays terms and conditions-          Ensuring conformity with global and market conditions on AML and KYC.-          Ensuring conformity with global and market conditions on product delivery-          Ensure that sales and business practices are within the regulatory framework-          Ensure that you are up to date with latest regulatory standards on market education/training-          Ensure that you are up to date with latest regulatory standards on suitability, capital adequacy and record keeping. Person SpecificationProfessional/technical experience·         The candidate will have strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families. The right candidate will be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions.·         The ideal candidate will have experience in controlling and monitoring of risk within a client book.·         The ideal candidate will have significant experience in the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management.·         The ideal candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts.·         The ideal candidate will have excellent market exposure and multi-disciplined private banking expertise.·         The ideal candidate will have a high aptitude and understanding of the digital landscape, with the ability to effectively manage Clients’ changing needs in this area.·         The ideal candidate will have excellent business development/cold calling skills.·         Where appropriate, a detailed and up to date knowledge of the relevant International market  Academic and professional qualificationsThe ideal candidate will be RDR level four min qualified.  Level six (desired).  Language skillsThe successful candidate will be fluent in English.  Local language skills may be required for International coverage Bankers. Personal attributes·         The ideal candidate will have excellent interpersonal and communication skills.·         The ideal candidate will have an entrepreneurial spirit but also have a collegiate approach.·         The ideal candidate will embrace a challenge and an evolving/changing environment.·         The ideal candidate will display a constructive approach with the ability to relate to and accommodate a diverse range of personalities. Risk and Control Objective  Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standard Purpose, Values and Mindset  We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship. RespectWe harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.IntegrityWe operate with honesty, transparency and fairness in all we do.ServiceWe act with empathy and humility, putting the people and businesses we serve at the centre of what we do.ExcellenceWe champion innovation, and use our energy, expertise and resources to make a positive difference.StewardshipWe prize sustainability, and are passionate about leaving things better than we found them. Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive. Empower Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.ChallengeQuestion whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.DriveFocus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done. Über das Unternehmen:BarclaysBranche:COO & Functions

Private Banker - External Asset Managers Desk Barclays Overview Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group We are an equal opportunity employer and we are opposed to discrimination on any grounds. Working Flexibly We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager. Overall purpose of role The Private Banking team offers bespoke banking and investment solutions to high net worth client.Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes. Key Accountabilities ·Working on their own volition to achieve personal objectives and assist in achieving team targets for: -new clients -assets -revenues ·Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries. ·Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome. ·Become a go to person within the team and key interface between the client and other parts of the Barclays group, including: -Wealth Advisory -Discretionary Portfolio Management -Investment Advisory -Global Investments & Solutions ·Provide the client with world class financial solutions. ·Be able and willing to discuss markets, their issues and opportunities with clients. ·Fully utilise the banker toolset, systems and platforms and challenge current standards to continuously improve quality. ·Engage with digital technologies, products and solutions that are relevant to the Wealth business, and have the ability to use them to enhance the service provided to clients. Stakeholder Management and Leadership VP Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues.In order to achieve this they must be proactive in identifying and developing opportunity and they must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance. They would be expected to take the lead on specific partnerships and relationships on behalf of the team.The VP Private Banker may be expected to work within a banker cell or on their own, so they must be expected to be a team player capable of influencing from within the team and a highly self motivated/independent self starter.The VP Private Banker is expected to extend their sphere of influence beyond their own team in making a positive contribution to the wider Private bank business, so must be capable of building extended personal networks. The VP Private Banker is unlikely to have any direct leadership accountability, but is expected to be accomplished in influencing others and working collaboratively (within a cell, their own team, the wider Private Bank and beyond) in order to secure positive outcomes for clients and for the business. Decision-making and Problem Solving The VP Private Banker is expected to have a high degree of technical knowledge and to be accomplished in applying analytical reasoning and judgement to solve complex problems in order to deliver the highest levels of client advice and service.They must be adept in employing appropriate resources to drive continuous improvement and innovation, and in managing others involved in complex processes to ensure ultimate successful delivery.The VP Private banker must be skilled in making informed transparent decisions, considering the broader/longer term implications for the benefit of client and business.They must also be capable of engaging others in this decision making process, gaining consensus and agreement and managing collective work to conclusion. The VP Private banker must be proactive in taking ownership for issues that impact clients, working with others to resolve them and proactively engaging in opportunities to develop business improvement (eg; central programmes and projects etc) with the objective of identifying and enabling breakthrough innovations as well as incremental improvements to the business and our client service. Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards This includes but is not limited to: -Ensuring conformity with global and market standards of client service -Ensuring conformity with all Barclays terms and conditions -Ensuring conformity with global and market conditions on AML and KYC. -Ensuring conformity with global and market conditions on product delivery -Ensure that sales and business practices are within the regulatory framework -Ensure that you are up to date with latest regulatory standards on market education/training -Ensure that you are up to date with latest regulatory standards on suitability, capital adequacy and record keeping. Person Specification Professional/technical experience ·The candidate will have strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families. The right candidate will be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions. ·The ideal candidate will have experience in controlling and monitoring of risk within a client book. ·The ideal candidate will have significant experience in the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management. ·The ideal candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts. ·The ideal candidate will have excellent market exposure and multi-disciplined private banking expertise. ·The ideal candidate will have a high aptitude and understanding of the digital landscape, with the ability to effectively manage Clients’ changing needs in this area. ·The ideal candidate will have excellent business development/cold calling skills. ·Where appropriate, a detailed and up to date knowledge of the relevant International market Academic and professional qualifications The ideal candidate will be RDR level four min qualified.Level six (desired). Language skills The successful candidate will be fluent in English.Local language skills may be required for International coverage Bankers. Personal attributes ·The ideal candidate will have excellent interpersonal and communication skills. ·The ideal candidate will have an entrepreneurial spirit but also have a collegiate approach. ·The ideal candidate will embrace a challenge and an evolving/changing environment. ·The ideal candidate will display a constructive approach with the ability to relate to and accommodate a diverse range of personalities. Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standard Purpose, Values and Mindset We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term. Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship. Respect We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution. Integrity We operate with honesty, transparency and fairness in all we do. Service We act with empathy and humility, putting the people and businesses we serve at the centre of what we do. Excellence We champion innovation, and use our energy, expertise and resources to make a positive difference. Stewardship We prize sustainability, and are passionate about leaving things better than we found them. Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive. Empower Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure. Challenge Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints. Drive Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

Private Banker Senior Relationship Manager (w/m) Intermediary Business in Liechtenstein Banque Havilland S.A., eine renommierte Vermögensverwaltungsgruppe, die Dienstleistungen sowohl für private als auch für institutionelle Kunden anbietet. Die Kunden profitieren von den Vorteilen einer zuverlässigen Bankenplattform an insgesamt sieben Standorten. Die Bank ist bestrebt, ihren Kunden einen persönlichen und professionellen Service in allen Aspekten ihrer Tätigkeit anzubieten. Der Erfolg dieser Strategie wird durch unsere Teams aus sehr engagierten Mitarbeitern gewährleistet, indem sie zu einer starken service- und kundenorientierten Kultur beitragen. Für unsere Bank in Vaduz, Liechtenstein, suchen wir per sofort einen Senior Relationship Manager (w/m) Region Liechtenstein. Ihre Aufgaben Beratung, Betreuung und Weiterentwicklung des Intermediär- und Privatkundengeschäfts in Liechtenstein Aufbau und Pflege des Beziehungsnetzes sowie Akquirierung von Neukunden Gelegentliche Reisetätigkeit Unterstützung bei Projekten insbesondere bei der Gestaltung von Kundenevents Verarbeitung von Kundenaufträgen (Devisen, Börsenaufträgen, etc.) Führen der Kundendaten im Customer Relationship Management (CRM) Umsetzung von administrativen Aufgaben und Unterstützung bei kundenorientierten Belangen Ihr Profil Langjährige Erfahrung in der Beratung von liechtensteinischen Intermediären und Privatkunden (Bank/Treuhand) und damit verbunden ein gefestigtes Kundenbeziehungsnetz Nachweis über einen erfolgreichen Aufbau eines Kundenbeziehungsnetzes Abgeschlossenes Wirtschaftsstudium (Uni, FH) oder Lehre in Bank oder Treuhand mit fachspezifischenAus- oder Weiterbildung (Nachdiplomstudium im Finanzbereich, Bankausbildungen, Swiss Banking School) Gute Bank- und Produktkenntnisse im Bereich Asset Management und Kredite Hohe Kunden- und Serviceorientierung Stark ausgeprägte Kommunikationsfähigkeit, Motivation und Teamfähigkeit Sehr gute MS-Office Kenntnisse Belastbarkeit und gutes Stressmanagement Sehr gute Deutsch- und Englischkenntnisse in Wort und Schrift, weitere Sprachkenntnisse von Vorteil Wir bieten Ihnen ein modernes, dynamisches Arbeitsumfeld, in dem Sie Ihre Fähigkeiten und Ihre Persönlichkeit tagtä-glich einbringen und so etwas bewegen können.Suchen Sie diese neue Herausforderung? Dann freuen wir uns auf Ihre vollständigen BewerbungsunterlagenPer E-Mail: [email protected]ändlich werden alle von Ihnen übermittelten Informationen zu jeder Zeit vertraulich behandelt und nur Per-sonen offengelegt, die in den Einstellungsprozess eingebunden sind.

Unsere Mandantin, ein Traditionsunternehmen mit Fokus auf Private Banking, ist im weiteren Ausbau und sucht eine weitere Persönlichkeit welche die Position als Investment Consultant / Private Banker (w/m) verantworten möchte. Ihre Hauptaufgaben: Erstellung von Anlagevorschläge für sehr vermögende Kunden Entwicklung von ganzheitlichen Anlagelösungen Förderung von Innovationen und Entwicklung von neuen Konzepten Leitung von Projekten Zuständig für die Einhaltung des hohen Qualitätsstandards sowie Coaching der Anlageberater/innen Enge Zusammenarbeit mit Kundenberatern und Investmentspezialisten Abgeschlossene Bankausbildung ergänzt durch eine betriebswirtschaftliche oder fachspezifische Weiterbildung (FH, CFA, CAIA) Mind. 8 Jahre Erfahrung aus der Anlageberatung und/oder Produkte und Dienstleistungen einer Bank zusammenhängend mit sehr vermögenden Kunden Ausgeprägtes Wissen in traditionellen und alternativen Anlageklassen sowie in derivativen und strukturierten Lösungen wie auch in der SAA-Analyse Fliessend in Deutsch und Englisch Gewinnende und gepflegte Persönlichkeit, kommunikativ, selbstsicher, analytische Denkweise, diskret und sehr zuverlässigBellini St. Gallen Unbefristet Vollzeit 5 Stunden her

Private Banker Country: Switzerland • Develop, manage, and retain client relationships with high net worth individuals. As part of a Regional Team, participates in the Bank’s private banking efforts throughout Mexico Region specifically. • Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships • Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships. • Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data in order to reach preliminary conclusions regarding investment possibilities. Based on these analyses, prepare reports setting forth the background, competitive positions, analyses of profits and outlooks, financial health and structure, valuation, liquidity and timing of various companies. • Provide clients with up-to-the minute investment information and responsible for carrying out their clients’ investment decisions. Offers in-depth knowledge of investment products and services offered include asset and risk management, banking, credit, and trusts. • Works closely with Private Wealth, Products and Compliance areas to develop sales strategies for target clients and markets and ensures that cross business synergies are developed. Job Requirements: - Bachelor’s degree required or equivalent experience - 7-10 years of relevant experience or demonstrated required level of proficiency and experience in Mexico Region - Spanish, English - Manage process or technology - Strong sales and marketing skills. - Excellent corporate work ethics. - Possess strong interpersonal and organizational skills. - Demonstrated analytical and problem solving skills with ability to proactively identify address and mitigate potential problems Spanish, English The Santander Effect Our work touches 140 million lives every day. How? By always innovating, sharing our experiences, questioning how we do things and adapting to new challenges. As we keep reinventing ourselves for the digital age, you’ll find that with us, even your smallest action will have a massive impact. That’s the Santander Effect.Über das Unternehmen:SZ1 Banco Santander International SA

Als erfolgsorientierter Private Banker überträgt Ihnen unser Kunde die Verantwortung seinen Brand bei Ihrem bestehenden Kundenstamm in einer hohen Komplexität zu präsentieren. Durch profunde Beratung und raschen Vertrauensaufbau entwickeln Sie langfristige Kundenbeziehungen, die dem Stile der Bank entsprechen. Ihr langjähriges von Nachhaltigkeit geprägtes Netzwerk, werden Sie dank der individuellen und massgeschneiderten Lösungen, gemeinsam mit internen und externen Spezialisten weiterentwickeln. Zudem verstehen Sie es durch gezielte Durchführung von Kundenveranstaltungen, für die nötigen Akzente in Ihrem Marktgebiet zu sorgen. Sie sind auf der Suche nach der beruflichen Herausforderung, in welcher Sie Ihre ausgeprägte, unternehmerische Denkens- und Handelsweise einbringen können, mit der Möglichkeit Ihr eigenes Portfolio und Ihr persönliches Kundennetzwerk in einer transparenten Private-Banking-Struktur weiterzuentwickeln. Als erfolgreicher Macher Typ, mit einem grossen Erfahrungswert in Ihrem Marktgebiet und der Fähigkeit die damit verbundenen Kontakte angehen zu können, sehen Sie einem grossen Track Record entgegen. Überaus marktgerechte Anstellungsbedingungen, mit ausgezeichneten Sozialleistungen, sowie ein absolut transparentes Bonussystem erwarten Sie bei unserem Kunden, abgerundet auf einen äusserst motivierten und sympathischen Teamspirit.8001 Zürich, ZHArbeitsort8001 Zürich, ZHUnsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren Ausbaus, sind wir beauftragt worden, zwei unternehmerische und eigenständige Persönlichkeiten zu gewinnen, als Private Banker-/ Relationship Manager UK

Private Banker AssistantEine Karriere bei der Lombard Odier Gruppe ist etwas, worauf man stolz sein kann. Unsere Mission ist es, das Vermögen unserer Kunden zu schützen und zu mehren – doch nicht um jeden Preis. Nachhaltigkeit steht im Mittelpunkt unseres Handelns und wir behandeln das Vermögen unserer Kunden so, als wäre es unser eigenes. Aufbauend auf unserer „Rethink Everything“-Philosophie setzen wir auf Expertise und Innovationskraft, um die Vermögenswerte unserer Kunden langfristig zu schützen. Unsere Mitarbeitenden bilden die Grundlage unseres Erfolgs. Wir beschäftigen Mitarbeitende in verschiedenen Lebensphasen, vom Hochschulabsolventen bis hin zur bewährten Führungskraft. Ihnen allen sind indes einige wichtige Eigenschaften gemeinsam: Sie hinterfragen ständig den Status quo, sind voller Ideen und haben die Fähigkeit, neue Perspektiven aufzuzeigen. Working as a core member of the Grandes Familles team, the individual will primarily provide top quality support for one senior private banker making an active contribution to our team success. The individual is expected to have a client-centric approach, develop a thorough understanding of our firm’s value proposition, and cultivate close working relationships. Private Banker Assistant Your role : Support Senior banker in the administration and management of UHNWI’s client book on a daily basis. Contribute to maintaining and improving a very high quality service in a challenging UHNWI environment (i.e. multi-jurisdiction, complex structure, sophisticated investments, demanding clients). Thanks to strong skill sets, prepare and support the production of frequent tailored/ detailed clients’ presentations and reporting. Collaborate with bankers assistants in our admin. remediation - ensuring compliance with all our internal operational duties. Team-up regularly and efficiently across all our organization mainly our investment solution, risk management, operations, wealth planning, compliance, and legal teams. Develop a high level of competency on bank offerings. Ensure that the quality of information delivered to clients meets high standards (meeting restitutions, information input into CRM, etc.). Your profile : Bachelor degree Excellent level of English and French (written and oral). Proficient in Microsoft Office, Excel and PowerPoint. Intellectual curiosity - Strong analytical skills - Excellent attention to detail. Ability to perform under pressure and meet tight deadlines. Outstanding interpersonal, communication skills and ability to communicate concisely; Strong interest in investments, with a solid understanding of core asset classes. CWMA compulsory or to pass within 6 months. If you recognize yourself in this description, then please do apply. We look forward to hearing from you. Wenn diese Beschreibung auf Sie zutrifft, zögern Sie nicht – senden Sie uns Ihre Bewerbung. Wir freuen uns darauf, Sie kennenzulernen.

StellenbeschreibungGleichen Sie hier die Stellenbeschreibung mit Ihren Job-Präferenzen ab. Sie können die Job-Präferenzen jederzeit in Ihrem Profil verwalten.AnstellungsartTeilzeitArbeitsort8001 Zürich, ZHUnsere Mandantin, ist ein internationales, unabhängiges Multi Family Office im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung, Vermögensstrukturierung und Vermögensplanung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren Ausbaus, sind wir beauftragt worden, zwei unternehmerische und eigenständige Persönlichkeiten zu gewinnen, als Private Banker mit vorhandenem Kundenbuch Als erfolgsorientiertes Multi Family Office, überträgt Ihnen unser Kunde die Verantwortung seinen Brand bei Ihrem bestehenden Kundenstamm in einer hohen Komplexität zu präsentieren. Ihr langjähriges von Nachhaltigkeit geprägtes Netzwerk, werden Sie dank der individuellen und massgeschneiderten Lösungen, sowie den angesehenen Depot-Banken, gemeinsam mit internen und externen Spezialisten weiterentwickeln. Sie sind auf der Suche nach der beruflichen Herausforderung, in welcher Sie Ihre ausgeprägte, unternehmerische Denkens- und Handelsweise einbringen können, mit der Möglichkeit Ihr eigenes Portfolio und Ihr persönliches Kundennetzwerk in einem transparenten Multi Family Office weiterzuentwickeln. Als erfolgreicher Macher Typ, mit einem grossen Erfahrungswert in Ihrem Marktgebiet und der Fähigkeit die damit verbundenen Kontakte angehen zu können, sehen Sie einem grossen Track Record entgegen. Überaus flexible Arbeitsbedingungen, mit ausgezeichneten Sozialleistungen, sowie eine absolut transparente Umsatzbeteiligung von 60% der Revenue, erwarten Sie bei unserem Kunden, abgerundet auf einen äusserst motivierten und sympathischen Teamspirit.8001 Zürich, ZHTeilzeit