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Senior Private Banker | Zurich
Marcuard Heritage AG, Zürich, Switzerland
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
Senior Kundenberater/in Private Banking Schweiz
Lienhardt & Partner Privatbank Zürich AG, Zürich, Switzerland
Senior Kundenberater/in Private Banking SchweizLienhardt & Partner Privatbank Zürich AG besteht seit 1868 als eigenständige und unabhängige Bank anzentraler Lage beim Bellevue. Wir betreuen sowohl anspruchsvolle Schweizer Privatkunden als auchinstitutionelle Investoren in den Bereichen Private Banking, Immobilien und Vorsorge. Zur Ergänzung unseres Teams suchen wir eine/n Senior Kundenberater/in Private Banking Schweiz Sie sind zuständig für die gesamtheitliche Betreuung anspruchsvoller Privatkunden und übernehmen dieVerantwortung für den Auf- und Ausbau Ihres Portfolios über Ihr Netzwerk sowie über bestehende Kontakteder Bank. Die verantwortungsvolle Aufgabe Umfassende Betreuung von vermögenden Privatkunden mit Domizil Schweiz in den BereichenVermögensverwaltung, Anlageberatung, Finanzierungen und Vorsorge Gezielte Akquisition von Neukunden Umsetzung der Portfoliostrategie unserer Bank Ihr fachliches Profil Langjährige Berufserfahrung als Kundenberater im Private Banking Schweiz (Senior-Funktion) Höhere Weiterbildung im Bankfach Ausgeprägte Akquisitions- und Kommunikationsfähigkeiten Verhandlungsgeschick Ihr persönliches Profil Sie sind ein engagierter Teamplayer, der ein sicheres, freundliches und gewinnendes Auftreten mitbringt.Sie arbeiten kundenorientiert, exakt, effizient und speditiv. Sie handeln selbständig und zielorientiert undschätzen kurze Entscheidungswege und ein professionelles Arbeitsumfeld. Nehmen Sie die Herausforderung an? Diese abwechslungsreiche und interessante Tätigkeit in einem eingespielten und dynamischen Team wirdauch Sie begeistern. Wir bieten ein leistungsorientiertes Umfeld mit einer offenen Unternehmenskultur, dieden Beitrag jedes Einzelnen schätzt und belohnt. Haben wir Ihr Interesse geweckt? Herr Samuel Gerber freut sich auf Ihre komplettenBewerbungsunterlagen, idealerweise per E-Mail. Dossiers von Stellenvermittlern werden nichtberücksichtigt. VertraulichLienhardt & Partner Privatbank Zürich AGSamuel GerberRämistrasse 23Postfach8024 Zürich Tel. 044 268 61 [email protected] Im Dienste Ihres Vermögens. Seit 1868.
International Private Bank, Client Advisor, Swiss Onshore
J.P. Morgan (Suisse) SA, Zurich, ZH, Switzerland
International Private Bank, Client Advisor, Swiss OnshoreThe Client Advisor is the face of J.P. Morgan's Private Banking business, leading new client acquisition as well as retention.
Senior Assistent/-in Private Banking Key Clients 100%
Walser Human Consulting GmbH, Zürich, Switzerland
Kontinuität – Qualität – Zuverlässigkeit, mit diesen Werten sind wir seit über 16 Jahren erfolgreich in der Personalvermittlung tätig und unterstützen Banken, Vermögensverwaltungen und Family Offices im Grossraum Zürich bei der Suche nach qualifiziertem Fachpersonal. Für unseren Kunden, eine Privatbank am Platz Zürich, suchen wir aktuell eine engagierte und erfahrene Persönlichkeit als Senior Assistent/-in Private Banking Key Clients 100% Ihr Aufgabengebiet: Unterstützung der Kundenberater in allen administrativen Belangen Erledigung von Kundenaufträgen (Börsen- und Devisengeschäfte, Konto/-Depoteröffnungen sowie Kontosaldierungen und sämtliche Kontenmutationen) Selbständige Bearbeitung und Eingabe von Börsen- und Zahlungsaufträgen Vorbereitung von Zahlungen und Überwachung von Geldeingängen Vor- und Nachbereitung der Unterlagen für Kundenbesuche Organisation von Kundenbesuchen, Geschäftsreisen und Follow-up Tätigkeiten Täglicher telefonischer Kontakt zu Kunden und Bearbeiten von Kundenfragen Erstellung von Präsentationen und Reportings Welche Erfahrungen und Kenntnisse Sie mitbringen: Abgeschlossene Banklehre mit mindestens 3-5 Jahren Berufserfahrung als Assistent/in im Private Banking Kenntnisse der Prozesse einer Bank sowie der bankspezifischen Regulatorien und deren Auswirkungen (z.B. AML, KYC) Produktekenntnisse und Marktverständnis (allgemeines Interesse an den Finanzmärkten) Deutsche Muttersprache und sehr gute Englischkenntnisse Versierter Umgang mit der gesamten MS Office-Palette Exakte, selbständige und gut organisierte Arbeitsweise Gepflegtes und dienstleistungsorientiertes Auftreten Wenn Sie diese anspruchsvolle Assistenz-Position interessiert, dann freuen wir uns, Ihre aussagekräftigen Bewerbungsunterlagen (Lebenslauf auf Deutsch und Englisch sowie Zeugnisse) per Mail zu erhalten. Schoffelgasse 38001 Zürich
Private Banker - External Asset Managers Desk
Barclays, Zurich
  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
Relationship Manager Private Banking Deutschland (Kundenbuch zu erben)
Kessler.Vogler Gmbh, Zürich, Switzerland
Relationship Manager Private Banking Deutschland (Kundenbuch zu erben) Aufgaben Sie übernehmen ein bestehendes Kundenportfolio, um die entsprechende anspruchsvolle Kundschaft kompetent zu beraten und das vorhandene Netzwerk auszubauen Sie repräsentieren die Bank an Kundenanlässen, anderen Veranstaltungen und bei Geschäftspartnern/Vermittlern Der aktive Geschäftsausbau und die Proaktive Suche nach neuen Geschäftsmöglichkeiten durch Identifizierung potenzieller Kunden in der Region gehört ebenfalls zu Ihren Tätigkeiten Teilnahme an Branchenveranstaltungen und Nutzung persönlicher und beruflicher Netzwerke, um neue Geschäfte zu generieren und den Kundenstamm der Bank zu erweitern Gewährleistung der Einhaltung aller geltenden Vorschriften, internen Richtlinien und Verfahren Bereitstellung von maßgeschneiderten Lösungen und Dienstleistungen durch einen umfassenden Beratungsansatz Qualifikationen Sie verfügen über nachgewiesene Erfahrung als Relationship Manager im Private Banking Deutschland Sie besitzen einen Hochschulabschluss (Uni/FH) oder sonstige passende Weiterbildungen Sie zeichnen sich aus als eine positiv denkende, aufgestellte und akquisitionsstarke Beraterpersönlichkeit Gute Kommunikations-, Präsentations- und Verhandlungsfähigkeiten in Deutsch Fähigkeit, enge Beziehungen zu Kunden und Interessengruppen aufzubauen und zu pflegen Integrität, Diskretion und hohe ethische Standards sind unerlässlich Dienstleistungsorientierte und begeisterungsfähige Persönlichkeit mit starker Kundenorientierung Ausgeprägte Fähigkeiten in der Kundenbetreuung mit Fachwissen über verschiedene Anlageklassen und Finanzinstrumente Emanuel Kessler
Private Banker - External Asset Managers Desk
Barclays Bank (Suisse) SA, Zurich, Switzerland
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.
Leiter*in Private Banking International Zürich 80 - 100%
St. Galler Kantonalbank, Zürich, Switzerland
«Für unsere Kundinnen und Kunden sind wir die erste Bank. Die erste Bank zu sein, bedeutet für uns, dass wir die Wünsche und Ziele unserer Kundschaft ins Zentrum stellen und sie stets aufs Neue begeistern. Möchtest du ein wichtiger Bestandteil dieser Beratungsphilosophie werden und die Zukunft des Bereichs Private Banking International Zürich mitgestalten? Dann komm zu uns!Leiter*in Private Banking International Zürich 80 - 100% Das wirst du bewirken Du trägst die Ergebnis- und Führungsverantwortung des Marktes Private Banking International Zürich mit 10 Mitarbeitenden und stellst den weiteren Ausbau der starken Marktposition im Geschäft mit vermögenden internationalen Kundinnen und Kunden sicher (Fokus Deutschland). Unsere Kundinnen und Kunden sind bei dir in besten Händen: Du begeisterst mit deiner umfassenden Beratungskompetenz und dem Verkauf von Finanzdienstleistungen in den Bereichen Anlegen, Finanzieren und Vorsorge. Umsetzungsstark prägst du die Zukunft unserer Bank, engagierst dich in der bereichsübergreifenden Zusammenarbeit und repräsentierst den Markt Private Banking International nach innen und aussen. Du förderst eine positive Leistungskultur zur Sicherstellung der Kundenbedürfnisse sowie des Teamerfolgs. Das bringst du mit Du verfügst über eine höhere bank- oder betriebswirtschaftliche Ausbildung sowie fundierte Kenntnisse in der Akquisition und Betreuung von vermögenden internationalen Kundinnen und Kunden. Deine Führungsqualitäten hast du bestenfalls bereits unter Beweis gestellt, indem du Private Banking Teams zum Erfolg geführt hast. Deine gewinnende und kooperative Art kommt dir in unserer Kultur der Zusammenarbeit sehr entgegen. Dabei verbindest du Entschlusskraft und Handlungsstärke mit einer hohen Sozialkompetenz. Du zeichnest dich durch ein ganzheitliches und unternehmerisches Denken und Handeln mit hohem strategischem und konzeptionellem Verständnis aus. Deine Repräsentationsstärke und gute Vernetzung im Marktgebiet ermöglichen dir eine kontinuierliche Erweiterung des Kundenstamms. Auskünfte Gerne beantwortet Michael Widmer, Leiter Markt International Private Banking, Telefon 44 214 33 40, deine Fragen. Bewerbung www.sgkb.ch/karriere, Daniel Willi, Stv. Leiter Personal Betreuung
Assistent*in Private Banking
job impuls ag Zug, Zürich, Switzerland
Für eine namhafte Bank im Raum Zürich suchen wir eine motivierte Persönlichkeit als Assistent*in Private Banking Aufgaben Erledigung sämtlicher administrativer Arbeiten im Zusammenhang mit der Kundenbetreuung Selbständige Erledigung von Kundenaufträgen wie Börsen- und Devisengeschäften, Konto-/Depoteröffnungen sowie Saldierungen und Mutationen Überprüfung / Erstellung / Überwachung von Saldo- und Fälligkeitslisten, ad hoc Kundenlisten, etc Stellvertretung anderer Assistenten, Verantwortung Kundenempfang Beantwortung von allgemeinen Kundenanfragen per E-Mail sowie telefonisch Anforderungen Kaufmännische (Bank-) Ausbildung Mehrjährige Erfahrung im Private Banking Kenntnisse von Private Banking Produkten und Servicedienstleistungen Hoher Grad an Selbständigkeit sowie Proaktivität Freude am Kontakt mit Kunden sowie tadellose Umgangsformen Gute organisatorische Fähigkeiten, exakte Arbeitsweise, Teamplayer, Gute MS Office-Kenntnisse Sehr gute Deutsch-und Englischkenntnisse in Wort und Schrift Ihre Vorteile moderner Arbeitsplatz gute Sozialleistungen spannende und herausfordernde Tätigkeit zentrale Lage Haben wir Ihr Interesse geweckt? Dann freuen wir uns auf Ihre Online-Bewerbung oder kontaktieren Sie uns einfach und unkompliziert via Telefon oder E-Mail. job impuls ag - Zentralschweiz KVBaarerstrasse 216300 Zug
Kundenberater:in Private Banking Markt Tschechien
Liechtensteinische Landesbank, Vaduz, Zürich, Switzerland
Kundenberater:in Private Banking Markt Tschechien Ihre Rolle Sie fokussieren auf die Akquisition von Neukunden bzw. neuer Assets und sind bereit, einen entsprechenden Business Case einzugehen Sie sind zentraler Ansprechpartner in allen Finanzfragen und beraten Ihre Kunden proaktiv und ganzheitlich in allen Themen der Vermögensverwaltung Sie arbeiten eng mit hoch qualifizierten Spezialisten-Teams der LLB-Gruppe zusammen, um situativ massgeschneiderte Lösungen anbieten zu können Ihr primäres Ziel ist das Generieren von Mehrwert für Ihre Kunden. Dabei hilft Ihnen die äusserst hohe Stabilität und Sicherheit der LLB-Gruppe Sie leben die LLB-Werte und richten Ihr Wirken auf eine langfristige, nachhaltige Kundenbindung aus Ihre Ausbildung und Erfahrung Bank- oder Wirtschaftsausbildung Erfahrung im Private Banking, idealerweise im Bereich Offshore Profunde Kenntnisse der Bankprodukte, insbesondere im Anlagegeschäft Eigenständig aufgebautes Private Banking Kundenbuch sowie ausgeprägtes Netzwerk im Markt Tschechien Businessplan, durch welchen Ihr Netzwerk und die potenzielle Kunden-Pipeline detailliert nachvollziehbar sind Ihre Arbeitsweise Gewinnende Persönlichkeit mit hoher Sozialkompetenz Integres, ehrliches, ethisches Denken und Handeln Unternehmerische, proaktive und motivierte Arbeitseinstellung Hilfsbereites, respektvolles Teamplay Bereitschaft für regelmässige Reisetätigkeit Ihr Team In unserem kleinen, familiären Team kommt es auf jedes einzelne Teammitglied an. Bei uns herrscht keine Ellbogenkultur, sondern eine offene, unkomplizierte Zusammenarbeit und gegenseitige Hilfsbereitschaft, die Ihnen volle unternehmerische Entfaltung ermöglicht. Ihre Perspektive bei uns Unser Markt Central Eastern Europe zählt zu den strategischen Wachstumsinitiativen unseres Private Bankings. Mit unserer aussergewöhnlichen Stabilität, unserer hohen Service- und Produktequalität, unserer überdurchschnittlichen Performance und unserem fairen Pricing verfügen wir über eine Value Proposition, die bei Kunden und Prospects hohe Beachtung findet. Zudem macht uns unsere Kleinheit flexibel und dynamisch - auch hinsichtlich Ihrer Perspektive. Sie sind dabei? Hier finden Sie mehr zu uns als Arbeitgeberin und Michael Verling (+423 236 85 27) aus dem HR Team beantwortet gerne Ihre Fragen.