UHNWI Private Banking (Swiss German-Speaking Onshore Focus)
Stellenbeschreibung
Overview
In this role, you will lead the growth of a dedicated Swiss German onshore HNW and UHNW client base in Zurich. You’ll leverage a broad platform spanning financing, tax advisory, investment banking, and family office solutions to meet complex client needs. You’ll collaborate with internal teams to deliver bespoke, cross‑department solutions and drive long‑term, sustainable client relationships. This is a high‑impact opportunity to shape private banking outcomes for a premier client segment within a globally recognized institution. You will work in a client‑centric, high‑performance environment with strong cross‑department collaboration.
Leistungen / Benefits- Competitive base salary
- Performance-based bonuses
- Comprehensive suite of private banking products and services
- Collaborative, high‑performing environment
- Support from top‑tier teams across financing, investment banking, and family office services
- Growth and development opportunities
- Develop and expand a dedicated Swiss German onshore HNW/UHNW client base in Zurich and surrounding areas
- Leverage a broad platform (financing, tax advisory, investment banking, family office solutions) to meet complex client needs
- Collaborate with internal teams to deliver bespoke wealth management solutions across financing, tax planning, and investment products
- Drive new business opportunities and cultivate long‑term client relationships
- Build and manage a substantial client portfolio to meet growth targets and acquire new clients while strengthening existing relationships
- Share client opportunities with other departments to benefit from cross‑department referrals
- 10–20 years of experience in private banking or wealth management
- Proven track record of developing and managing HNW/UHNW client portfolios
- Strong knowledge of the Swiss German onshore market with a network in Zurich and surrounding areas
- Demonstrated ability to acquire, develop, and retain high‑value clients with long‑term solutions
- Entrepreneurial, results‑driven mindset with hunter mentality and ability to generate minimum CHF 1 million in revenue in year one
- Fluency in German and English; additional languages are an asset
- client-centric mindset
- entrepreneurial drive
- strong networking and relationship-building
- cross-functional collaboration
- results orientation
- comprehensive private banking product knowledge across financing, tax planning, investment products, and family office services
