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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 a Swiss bank looking to expand its team in Zurich.
Key Responsibilities / Tasks
Responsible for managing portfolio of ultra-high and high net worth German speaking 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 Market Head
Key Qualifications / Experience
8-10 years' experience as a private banker / relationship manager covering the Swiss-German onshore market
Demonstrable track record of client retention, acquisition and revenue generation
Fluent in German
Excellent relationships with ultra-high net worth individuals, institutions and families in Switzerland
Located in Zurich
For all positions based in Switzerland, Redstone Private Banking Search works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.
Internal Number: 5126204
About Redstone Private Banking Search
eFinancialCareers is a career site specializing in financial services.