Senior Private Banker covering the UHNWI customer franchise (m/f/d)

While our principal has already a strong position and enjoys a high recognition in the UHNWI-Family Office customer space in the German speaking part of Switzerland, it would like to boost over the years to come its penetration in the Suisse Romande market place. Why are customers choosing our principal when it comes to high profile advisory in the champion league of Private Banking? A prime brand, coupled with a unique offering to cater for the specific needs of a very demanding clientele. A wealthy family as principal shareholder and backbone of the Group, ensuring a thorough understanding of the specific culture and challenges of wealthy families and entrepreneurs. “From Family to Family” is more than just a claim; it is living reality. We are thus seeking for the UHNWI desk in Geneva a seasoned

You are in charge of building, managing and developing your own customer portfolio of UHNWI customers mainly domiciled in the French speaking part of Switzerland and/or Europe (volume CHF 25 million+). You advise your high profile clientele not only in the field of Private Banking, but also act as trusted advisor across the different business lines of the Bank. You are allowed to cover up to five different markets and also some smaller customers with growth potential. Your customers will benefit from a strong in-house expertise in wealth structuring and succession planning, proven product expertise in Alternative Investments, but also from a sizeable lending capacity and Co-Investing possibilities alongside the owner family.

You are an experienced, Swiss licensed Senior Private Banker with a first-class educational background. You have privileged access to a broad network of primarily UHNWI customers domiciled in both Switzerland and Europe. You feel at ease in the Swiss international community and have a proven track record to acquire clients and generate sustainable and long-term business. While your focus is on Private Banking, your ultimate goal is to unlock the full potential of your clientele via targeted cross-selling. You have the ability to turn opportunities into profitable business. Fluency in French and English is a prerequisite. 

You are looking for a robust international Bank Group with a long tradition and excellent reputation in Switzerland. You would like to give your customers easy access to a Bank with its own history of successful entrepreneurship? You prefer a Bank that not only promotes its holistic approach on paper, but also lives it in practice? You would like to offer a special environment that reflects the Swiss culture and business practices, but also pays attention to the different roots and backgrounds of your clientele? You like the fast pace and dynamism of an international Bank, with flat hierarchies and quick decision making? Let us show you the appeal of this role in a personal call.

If you can identify yourself with the requirements of this challenging position, we kindly ask you to send us your application and CV indicating the reference 3016265. For further information please contact Jürg Knecht.

oprandi & partner ag, executive search, Steinstrasse 21, CH-8003 Zürich
Phone +41 79 435 89 03, knecht@oprandi.ch, www.oprandi.ch

oprandi & partner is an international group with numerous branches in Europe and the UAE / Dubai