- You will take over a strong book and focus on client service
- You will join a friendly working environment
**About Our Client**
Our client is a private bank.
**Job Description**
- Manage and develop a portfolio of clients.
- Maintain long-term trusted relationships with clients.
- Identify opportunities to grow the existing client relationships.
- Conduct regular portfolio reviews and strategic discussions with clients.
- Collaborate with internal specialists (investment advisory, lending, wealth planning, tax and estate structuring).
- Ensure full compliance with regulatory requirements and internal risk policies.
- Maintain accurate documentation and client records in accordance with compliance standards.
**The Successful Applicant**
- Diploma in finance, economics, or a related field.
- Minimum 5 years of experience in a similar position in Switzerland.
- Proficiency French and English.
- Strong interpersonal and communication skills.
- A results-driven attitude and ability to identify growth opportunities.
**What's on Offer**
You will join a human-size team based in the city centre and join a strong and financially stable bank.
**Contact: Charlotte Jung**
**Quote job ref: JN-032026-6969166**