Redstone Private Banking Search  /  Vacancies  /  Associate Director Client Advisor, Swiss onshore
 

Associate Director Client Advisor, Swiss onshore

Job Reference: RS0984
 

Job Title: Associate Director Client Advisor, Swiss onshore

Location: Europe

Product: Private Banking, Wealth and Asset Management

Role: Client Relations, Development/Sales, Financial Planning, Other, Private Client

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with a large investment banking group who have recently launched a mass affluent Fintech platform in Zurich. The group are mainly targeting Swiss onshore HNWIs, and they are looking for a number of junior/mid-level client advisors to join their dynamic team! The organisation has an established training and education programme with a clear progression scheme.

Key Responsibilities / Tasks

  • Manage a portfolio of High-net-worth Swiss resident / Swiss domiciled private clients who already hold accounts in the Bank.
  • Offer an excellent client service and promote the bank’s brand and product offering. Uphold the bank’s strong reputation in a client centric approach.
  • Advise predominately on tax and wealth planning, real estate propositions and mortgage solutions. The bank offers a training programme and the assistance of an investment team to ensure you have the necessary support.
  • Role reports to the Team Head.

Key Qualifications / Experience

  • High levels of communication and at least three years of experience in a client facing position.
  • Understanding of the high net worth French and German speaking private client groups and how they differ from the international market.
  • Fluency in both French and German is mandatory.
  • Located in Basel or Zurich, or easily able to relocate.

 

For all positions based in Switzerland, Redstone Private Banking Search ltd works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.


If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to emily@redstonesearch.com or submit your application through the Vacancy Form.