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Posted 10 days ago

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Senior Private Banker

Zurich, ZH, SwitzerlandOn-siteFull-time

AI Summary

A senior private banker manages affluent client relationships, offering wealth management, lending, family office services, and investment advice across multiple Swiss offices.

About this role

In Geneva, Zurich, Lugano and/or Freienbach


Are you a successful Private Banker or Relationship Manager at an independent asset manager seeking a departure from the static environment of traditional banking or the constraints of your current workplace?


Are you eager to pursue your entrepreneurial ambitions and offer your clients a broader array of services, spanning lending, family office services, citizenship and residence planning, private investments, crypto, and more?


Join Alpen Partners and Alpen Partners International in Geneva, Zurich, Lugano and/or Freienbach, where we cater to affluent individuals and families worldwide, including the US and Canada. Our firm is experiencing sustainable growth and fosters a vibrant, dynamic culture characterized by a proactive "can do" mindset.


You'll be backed by a Portfolio Management team renowned for its exceptional track record in Switzerland, as well as a dedicated team of experienced and highly educated assistants and compliance people. You can, therefore, focus entirely on serving your clients and expanding your portfolio.


If this opportunity resonates with you, we encourage you to reach out to us without hesitation!

Skills

Asset ManagementClient Relationship ManagementComplianceFinancial PlanningInvestment AdvisoryPrivate BankingRisk ManagementWealth Management

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