International Private Bank, Associate Client Advisor - Swiss Onshore Market
On-site · Zürich, Zurich, Switzerland
Job Summary
Lead new client acquisition and retention for Zurich-based private banking clients. Advise on overall balance sheet including asset allocation, investment management, wealth planning, and banking needs. Partner with internal specialists to deliver holistic wealth-management solutions and ensure client objectives are met with robust risk controls. Build relationships, understand client goals, develop tailored investment plans, and deliver exceptional client experiences. Fluency in English and German is required; knowledge of French and/or Italian is a plus. Chartered Financial Analyst (CFA) is a plus.
Required Qualifications
- Significant experience in Private Banking with high net worth clients
- Business development experience with profiling, negotiation, referrals
- Strong communication and presentation skills
- Organizational discipline and client-focused approach
- Experience with investments, banking and trust concepts
- Strong network.
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