Wealth Planner European Clients – Zurich recruitment
Wealth Planner European Clients – ZurichRef: 30299Emmanuel.auperin@ap-executive.comDL: + 41 44 214 66 21Our client is now seeking a Wealth Planner to join its team based in Zurich.The successful applicant will provide support to the private bankers covering primarily the UK and then Europeans clients.He / she will be expected to analyse clients’ circumstances, assets, objectives and preferences in order to develop a tailored and effective service. He / she will structure off/onshore/cross-border common and civil law solutions.The candidate will be able to demonstrate a successful track record in Read more […]
Team Leader Swiss Onshore Geneva recruitment
Role Purpose: As part of Coutts’s growth startegy this new department is being created to grow our coverage of the Swiss onshore market in and around the Lake Geneva region.Setting up, developing and leading the Coutts Geneva On-shore Team with focus on relationship management and acquisition of clients based in Swiss French speaking regions.Growing and driving team contribution to the AUM and revenue growth of the Team.Key Accountabilities: Management and Leadership aspects- Setting up and Leading a team of dedicated Private Bankers- Supporting the growth strategy with Marketing efforts in Read more […]
Swiss Private Banking Team – Switzerland recruitment
For one of our clients, an international Private Bank in Switzerland, we are currently looking for a Private Banking Team to be dedicated on the Swiss market, developing clients based in Switzerland whatever nationality. Profiles searched:-Significant experience in the Private Banking field -Excellent track record -Wide network and prospects on the given market-Acquisition type of profilesYou will benefit from a reputable name, with full product range and services within the Private Wealth Management field. Possibility to be based out of Geneva or Zurich.Very attractive remuneration scheme.For Read more […]
Opportunity To Join Multi Family Office w/ European HNW/UHNW Client Focus: Senior Relationship Manager – Switz recruitment
RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:-Expanding European client networks-Maintenance of existing client relationships (relationship management)-Provision of investment solutions, products and support-Play a key role in marketing initiative*The Desk head will inherit existing assets and must have experience in leading a team.NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:- Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. – Strong knowledge of market- Networking skills-Team Skills- Focus: European Strong Read more […]
Brazil Focus Client Relationship Manager To Join Top Private Bank w/ Established Name in S.America: Switz recruitment
Senior Private Banker/Desk Head/ Team LeaderRESPONSIBILITIES FOR DESK HEAD- PRIVATE BANKERS/RELATIONSHIP MANAGERS:•Maintenance of existing client relationships (relationship management)•Acquisition of new clients•Provision of investment solutions, products and support•Development of Networks Networking•Leading a team of 4+REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Potential candidates ideally will have existing client portfolio of HNW/UHNW individuals already in place. However leadership experience will also play a key part. Private Banking experience must be in the Latin Read more […]
Quantitative Analyst recruitment
Our Client, a top financial services firm based in Zurich is looking for an experianced professional to join their team as Risk Controller/Quantitative Analyst The department of risk management within the organizational unit is responsible for risk acceptance and validation of models and methods, the acceptance of new products, analyze and monitor the overall risk profile and the performance of special analyzes. This department also works with the adoption of rules concerning the design of risk management processes (limits and risk measurement concepts, validate concepts, acceptance procedures, Read more […]
Gérant de fortune marché Mexique – poste basé à Genève recruitment
Nous sommes actuellement à la recherche dun gérant sur le marché Mexique pour une banque privée de renom à Genève. Responsabilités:-Reprise dune masse sous gestion existante et acquisition de nouveaux clients. -Gérer les portefeuilles des clients et conseiller ces clients en matière d’investissement. -Etre l’interlocuteur privilégié et professionnel des clients fortunés sur le marché MexiqueProfil: -Vous disposez d’une expérience en tant que Banquier Privé de minimum de 5 – 10 ans. -Vous disposez de votre propre réseau relationnel sur le marché mexicain-Excellent sens commercial. Read more […]
Swiss Lawyer / Wealth Planner Zurich recruitment
Our esteemed client is currency seeking a wealth planner to join their existing team in Zurich.The successful candidate will be a qualified Swiss Lawyer with wealth planning experience. STEP qualified is a distinct advantage. Managing your portfolio of clients autonomously, you will provide bespoke advice to HNW clients in relation to international wealth planning solutions and significant tax benefits within Switzerland. The role will involve building and maintaining high-quality relationships with demanding clients, a proven track record in new business acquisition would be desirable. Fluency Read more […]
Senior Spanish private banker recruitment
A major European bank looking for a senior Spanish banker to join their successful team in Switzerland. The bank is a leading player in the wealth management space with strong corporate and investment banking arms which create synergies to cross sell. The bank has a very strong product suite across asset classes but also has an open architecture platform to best serve clients needs. The successful candidate will be a proven self starter with a strong book of existing clients. The bank is looking for a hunter profile with a demonstrable track record of acquiring Spanish clients. The bank would offer Read more […]
Relationship Manager – Family Office | Private Wealth Management | Switzerland recruitment
JOB DESCRIPTION We are a Multi-Family Office institution seeking a highly talented individual to join our globally recognised team, serving our UHNW clients.The role:• Generating a reporting for families of their overall assets worldwide• Servicing ultra high-net worth families• Interact with Financial Advisors and Investment Managers with regards to client wealth• Focusing on all their Financial, Legal, and reporting issues• Setting up budgets and helping families with their cash-flow planning • Defining the overall strategy for family wealth Requirements: • CFA Level Read more […]