Global Wealth Management - Private Banker

Banca del Sempione seeks a Senior Private Banker in Zurich to manage a global client portfolio within its Wealth Management division, requiring extensive local experience and trilingual proficiency.

This position sits within the Global Wealth Management team at the Zurich representation office. The primary purpose is to oversee clients with international financial needs, delivering tailored wealth management strategies and investment solutions.

Responsibilities

• Build and expand a dedicated private client portfolio.
• Manage daily investment and wealth management workflows, including issuing investment advice and communicating with clients to pinpoint their specific requirements.
• Serve as the main liaison between clients and internal bank departments to guarantee high service standards and client satisfaction.

Requirements

• Minimum of 10 years of experience in private banking roles within Switzerland, specifically in the Canton of Zurich, demonstrated by a stable and loyal client base.
• Deep understanding of Swiss and global banking practices, financial products, services, and the relevant regulatory framework.
• Fluency in English, Italian, and German.
• Proficient skills in using Microsoft Office applications.

About the company

The organization values an entrepreneurial approach to banking and emphasizes the importance of cultivating strong, lasting relationships with clients. Success in this role depends on effective communication, collaborative teamwork, and a strong team spirit.

• Encourages an entrepreneurial mindset in client interactions.
• Values strong interpersonal communication and relationship-building skills.
• Promotes a collaborative team environment.