• Opportunity to build and manage relationships with high-profile clients.
  • Competitive compensation and benefits package.

About Our Client

Our client is a well-established and reputable large organization within the BUSINESS SERVICES sector. They specialize in providing comprehensive solutions to clients in the BANKING & FINANCIAL SERVICES industry and are based in ZÜRICH.

Job Description

• Provide expert advice and personalized financial solutions to clients in the banking sector.
• Develop and maintain long-term client relationships by understanding their unique financial needs.
• Analyze client portfolios and recommend appropriate banking products and investment solutions.
• Collaborate with internal teams (e.g., wealth management, lending, risk) to ensure seamless service and client satisfaction.
• Stay informed about market trends, financial products, and regulatory changes affecting the banking industry.
• Prepare and present detailed reports, proposals, and investment strategies to clients and stakeholders.
• Identify opportunities for business growth and contribute to the development of new strategies.
• Adhere to compliance standards and maintain the highest ethical standards in all client interactions.
• Leverage an existing client network or portfolio where applicable; candidates with a book of business are considered a strong asset.

The Successful Applicant

• A strong academic background in finance, economics, or a related field.
• Proficiency in English and German; additional languages are a plus.
• Proven experience in the banking industry.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal abilities for client engagement.
• Knowledge of financial regulations and market trends in Zürich.

What's on Offer

• A competitive base salary complemented by performance-based bonuses or commissions.
• Comprehensive pension contributions and health/accident insurance.
• Generous vacation and paid time off policies.
• Opportunities for professional development and career progression.
• Flexible working arrangements to support work-life balance.

Quote job ref

JN-102025-6871147

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Zürich

Contract Type

Permanent

Job Reference

JN-102025-6871147