About the role
Manage and grow a portfolio of high-net-worth clients for a Geneva private bank.
Manage and grow a portfolio of high-net-worth clients for a Geneva private bank. This role is based on site in Geneva, Switzerland. The successful candidate will join the banking team and work closely with senior stakeholders.
Responsibilities
- Grow assets under management with new and existing clients
- Deliver tailored wealth and investment advice
- Coordinate with investment, credit and planning specialists
- Ensure strict compliance with KYC and cross-border rules
Requirements
- 8+ years in private banking
- Proven portable client network
- Strong knowledge of Swiss cross-border regulation