Junior Private Banker

☞ PICTET

Aussicht: 229

Update Tag: 24-04-2024

Ort: Zürich Zürich ZH

Kategorie: Arbeit Finanzen / Bank / Aktien Informationstechnologie Recht / Verträge Geschäftsführung Offizier Servieren / Putzfrau / Dienstmädchen PG / PB / Empfang

Industrie: Finance

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Jobinhalt

Your team

The Pictet group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centers worldwide, currently employing more than 4600 people. Pictet has been present in Zurich since 1982 where it employs 200 people. The Zurich branch is located at the Leuenhof, one of the most historic buildings on the prestigious Bahnhofstrasse.
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.
As a Junior Private Bankeryou will be working in the German Speaking Switzerland Team within the bank’s Wealth Management in our Zurich office . Eager and motivated to contribute to the team’s success and to start a successful career to become a private banker.

Your role

Your responsibilities include the following:
  • Develop and maintain a close and trusting long-term relationship with clients
  • Analyze the wealth structure and needs of new clients
  • Prepare investment proposals and solutions aligned with the client’s goals, assets and chosen investment policy
  • Execute transactions, payments and other banking operations
  • Set up new accounts and follow-up on administrative matters
  • Meet prospects and clients, prepare client meetings and manage follow-up actions
  • Maintain close collaboration with Investment Specialists and the Investment Platform to keep up-do-date with investment solutions and guidelines, and contribute to the development and implementation of a best-in-class product offering
  • Control and handling of internal processes; client compliancy; data base; client files to all relevant local laws and regulatory requirements

Your profile

  • Client relationship management skills
  • Understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and identification of wealth planning opportunities
  • Knowledgeable across asset classes and investment vehicles
  • Solutions-oriented and proactive mindset
  • Excellent communication and presentation skills, both written and oral
  • Ability to demonstrate negotiating skills
  • Degree in finance or equivalent qualification
  • A post-graduate type qualification such as CFA, AZEK or equivalent would be an asset
  • Highly proficient in standard IT applications as well as Bloomberg and Reuters
  • Minimum 3 years of private banking experience
  • Excellent in German and English, French skills are a plus
Start date: tbd

Note

We will not accept any CVs via agencies

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
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Frist: 08-06-2024

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