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Senior Private Banker - European Markets

Brodard Executive Search
Geneva, Switzerland
Closing date
Mar 28, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • 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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