The michael-page-suisse group is a renowned Swiss-based private banking institution with a rich heritage of over 180 years. It specializes in delivering comprehensive wealth management services to ultra-high-net-worth individuals and families, offering tailored investment, banking, and trust solutions that prioritize client care and sustainable investing expertise.
Key Responsibilities:
1. Develop and maintain strong relationships with a portfolio of ultra-high-net-worth clients, ensuring exceptional service and satisfaction.
2. Collaborate with specialists to design and implement customized investment, banking, and trust solutions that meet individual client needs.
3. Engage with prospects and clients, preparing for and following up on meetings to foster growth and loyalty.
4. Monitor client portfolios, providing regular performance reviews and adjusting strategies to align with their goals.
5. Stay informed about market trends and events, analyzing their impact on client accounts and making data-driven decisions.
6. Foster effective collaboration across bank departments and locations to drive business success.
7. Maintain the highest standards of ethics and compliance, adhering to internal policies and regulatory requirements.
Required Qualifications:
1. A minimum of 5 years of experience in business development, preferably within private banking.
2. In-depth knowledge of investment, banking, and trust concepts, including asset allocation and wealth planning strategies.
3. An entrepreneurial mindset and ability to build and manage a ultra-high-net-worth client portfolio.
4. Excellent communication, presentation, and negotiation skills to effectively engage with clients and colleagues.
5. A solution-oriented and proactive approach to meeting client needs and exceeding expectations.
6. Strong ethical standards aligned with the bank's values and commitment to compliance.
7. Proficiency in both German and English languages, with the ability to work in Switzerland.
Benefits:
1. The opportunity to work with a prestigious, partner-owned financial institution dedicated to excellence.
2. Access to extensive resources and expertise to support the delivery of high-quality client solutions.
3. A dynamic and entrepreneurial work environment focused on business growth, client success, and professional development.
4. The chance to build and manage a ultra-high-net-worth client portfolio in the Swiss German market.
5. A competitive compensation and benefits package designed to attract and retain top talent.
6. A collaborative culture that emphasizes compliance, ethics, and ongoing professional growth and development.