Private Banker (UK Market)

Job Title: Private Banker (UK Market) Location: Zurich, Switzerland (with relocation from the UK) Role Overview: As a Private Banker, you will be responsible for managing and growing a portfolio of high-net-worth clients from the UK market. Your expertise in wealth management, investment advisory, financial planning, and business plan development will be crucial in delivering personalized solutions to meet our clients needs. This job is based in Zurich, Switzerland, and the ideal candidate would be open to relocate from the UK. Key Responsibilities: Develop and maintain long-term relationships with clients, understanding their financial goals and risk tolerance. Provide tailored investment advice, asset allocation strategies, and financial planning services. Collaborate with internal teams (investment specialists, legal, compliance) to deliver comprehensive solutions. Stay informed about market trends, economic developments, and regulatory changes. Actively participate in business development activities to attract new clients. Put together a Business Plan of current clients and prospects. Requirements: Minimum of five years experience in private banking, preferably with a focus on the UK market. Strong knowledge of investment products, financial markets, and wealth management. Excellent communication skills in English (additional proficiency in German or French is advantageous). Ability to relocate to Zurich. Proficiency in developing business plans for clients. Qualifications: Bachelor s degree in Finance, Economics, or a related field. Relevant certifications (e.g., CFA, CFP) are a plus. Application Process: Interested candidates should submit their CV and a cover letter outlining their relevant experience and motivation for the role. Please send your application to maria.lebadaselbyjennings.com.