Place of work: Switzerland, Zurich
Type of job contract: for an indefinite period, full-time

Required education: No specifications
Offered salary: Not specified
Number of positions: 1

JOB DESCRIPTION:

We offer: State-of-the-art advisory and servicing of demanding clients from the HNWI/UHNWI segment of Private Banking in all financial matters, maintenance and expansion of existing portfolios Acquisition of new clients, analyse individual client needs Create tailor-made, innovative solutions for complex financial concepts Market leading product offering and services from a global financial institution Ensure that financial strategies are kept current and appropriately aligned with client objectives Understand and communicate the risk involved with financial and investment strategies Establish credibility and trust, maintaining the highest standards of personal, professional integrity Understand what can be delivered to clients and execute on promises even when obstacles persist Comply with all regulatory policies and controls regarding client transactions and escalate any issues promptly, seek continuous improvement Set goals, prioritize activities to maximize business growth and client satisfaction Establish a referral network, gain introductions to potential clients that generate new business Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank Be a partner in the integrated one bank strategy You offer: Min. 4 years work experience in relationship role within NRI markets for HNWI/UHNWI clients Excellent client network in the covered region Develop and maintain a comprehensive understanding of client goals and risk tolerance Actively promote products or investment ideas that are in line with Account Plan and clients¿ suitability Bring together the appropriate product experts to develop tailored, long-term solutions for clients Help clients achieve financial and investment goal related to the creation, management, transfer of wealth

Work hours:

  • Without entering work hours

Requirements




source: https://www.ec.europa.eu/eures

  
     


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