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    Senior Private Banker - Geneva, Schweiz - Brodard Executive Search

    Brodard Executive Search
    Brodard Executive Search Geneva, Schweiz

    vor 2 Tagen

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    Ganztags
    Beschreibung

    Responsibilities:

    • Client Relationship Management: Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities.
    • Business Development: Identify and target new potential clients in the mentioned European markets, focusing on High-Net-Worth individuals and affluent families.
    • Financial Analysis: Conduct in-depth financial analysis to assess clients' needs and objectives, recommending investment solutions tailored to their risk profile and financial goals.
    • Regulatory Compliance: Ensure compliance with local and international financial regulations as well as internal compliance policies.
    • Internal Collaboration: Work closely with internal teams, including investment specialists, tax advisors, and legal experts, to provide comprehensive expertise to the clients.

    Required Qualifications:

    • University degree in finance, economics, business administration, or a related field.
    • Minimum of 10 years' experience in the private banking sector, with a solid track record in developing and managing portfolios of HNWI or UHNWI.
    • Deep understanding of targeted markets and capacity to create and build trust with clients.
    • Strong knowledge of the private banking environment, products and services offering.
    • Demonstrated ability to develop new business and expand the client portfolio through hunter skills.
    • Excellent communication and interpersonal skills, with the ability to build and maintain long-term relationships with clients.
    • Proficiency in local and international financial regulations, as well as best practices in compliance.
    • Fluency in the relevant languages and French.

    Only short-listed candidates will be contacted, thank you for your understanding.

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