RM Swiss Onshore & EE | Geneva or Zurich
Your Role
We are seeking an experienced and entrepreneurial Private Banker to join our Wealth Management team in Geneva or Zurich, with a focus on developing and managing a portfolio of high-net-worth clients from the Eastern European or Swiss Onshore markets.
As a revenue-generating banker, you will be responsible for acquiring new clients, deepening existing relationships, and delivering tailored investment and wealth planning solutions in line with the bank's high standards of service and integrity.
Key Responsibilities
- Develop and grow a portfolio of HNW and UHNW clients from your target market.
- Originate new business opportunities through your network and market expertise.
- Provide holistic wealth management advice, including investment, credit, and estate planning solutions.
- Collaborate with internal specialists (investment advisors, wealth planners, credit teams) to deliver best-in-class service.
- Ensure compliance with regulatory requirements and internal policies.
- Maintain a high level of client satisfaction and retention.
Your Profile
- Proven track record as a Private Banker with a strong revenue-generation history.
- Deep understanding of the Eastern European or Swiss Onshore client base and cultural nuances.
- Established network of HNW/UHNW clients and strong client acquisition skills.
- Entrepreneurial mindset with a high level of autonomy and drive.
- Strong knowledge of financial markets, investment products, and wealth planning.
- Fluent in English; fluency in a relevant regional language (e.g., Russian, German, French, or Italian) is a strong asset.
- Based in or willing to relocate to Geneva or Zurich.
What We Offer
- A prestigious platform with a strong brand and global reach.
- Access to a full suite of investment and wealth planning solutions.
- A collaborative and client-focused culture.
- Competitive compensation package aligned with performance.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.Â
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.