International Private Bank, Associate Client Advisor - Swiss Onshore Market - Geneve
On-site · Genève, Geneva, Switzerland
Job Summary
Associate Client Advisor in Geneva delivers wealth-management solutions for high net worth clients. Responsibilities include acquiring new assets, advising on balance sheet components (asset allocation, investment management, wealth planning, credit and banking needs), coordinating with internal specialists to provide interdisciplinary expertise, and ensuring solutions meet clients’ short- to long-term objectives via holistic, goals-based planning. The role emphasizes building trust, delivering an exceptional client experience, adhering to risk and control policies, and collaborating with team members to maximize success. Strong communication and presentation skills, and fluency in English and German are required (French/Italian a plus). CFA is a plus.
Required Qualifications
- Significant experience in Private Banking with high net worth individuals across Zurich and surrounding regions
- Business development experience with knowledge in profiling, negotiation and referrals
- Dynamic and credible professional with clear communication and exceptional presentation skills
- Strong organizational skills with disciplined approach
- Experience or understanding of investments, banking and trust concepts
- Fluent English and German speaker
- Chartered Financial Analyst (CFA) is a plus
- Fluent French and/or Italian speaker
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