Senior Private Banker
SYZ SA
Zurich
vor 6 Tg.

Founded in 1996 in Geneva, Swiss banking group SYZ focuses exclusively on asset management via its two complementary activities : high-end private banking (Banque SYZ) and asset management (SYZ Asset Management).

The SYZ investment style, based on active management and risk reduction, is clearly performance-driven. SYZ Group offers a stimulating work environment where human capital takes centre stage.

In this growing context, we are actively looking for a Private Banker.

Your missions

Manage and develop private clients with focus on a specific region (Switzerland), following specific developments targets and priorities to reach key performing indicators.

Are you at your best when solving problems for clients and building long-term relationships?

Do you have a proven track record in client advising and selling investment products?

Your key responsibilities will be :

  • Develop a client book to best match our clients’ product requirements and service needs.
  • Organize and develop client pipeline.
  • Establish long-term mutually beneficial relationships with clients.
  • Keep accurate, up-to-date client investment profiles using internal tools.
  • Achieve quantitative and qualitative goals.
  • Understand internal product offering (both WM and AM) and ability to pitch solutions to clients. Select advisory, discretionary processes and agreements designed to meet our clients’ needs.
  • Successful client retention.
  • Comply with all regulation, policies and standards, contributing to an effective risk culture.
  • Your profile

    Specific skills and competencies :

  • Knowledge of financial markets, products and assigned region.
  • Interpersonal and negotiation skills.
  • Marketing skills.
  • Education :

  • Bachelor, Master degree and / or other degrees (CFA, etc).
  • Professional experience :

  • Min 5 years of experience in a similar role.
  • Personality characteristics :

  • Outstanding interpersonal skills.
  • Entrepreneurial, challenge status quo.
  • Pragmatic, autonomous, discrete.
  • Passionate and committed, with high personal integrity.
  • Language requirements :

  • Fluency in German and English. French is a strong asset.
  • IT Skills :

  • Strong user level in all common IT tools.
  • Melde diesen Job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Bewerben
    E-Mail
    Wenn ich auf "Fortfahren" klicke, gebe ich neuvoo das Einverständnis, meine Informationen zu speichern und mir wie in den Nutzungsbedingungen und Datenschutzbestimmungen beschrieben, personalisierte E-Mail Alerts zu schicken.
    Fortfahren
    Bewerbungsformular