Senior Private Banker

  • Posted: 25/03/2025
  • Salary: -
  • Location: Geneva, , Switzerland
  • Job Type: Permanent/Fixed Term

Senior Private Banker – Geneva

Location: Geneva, Switzerland
Language Requirement: Fluent in English (additional languages a plus)
Experience: Extensive experience in international/EU markets

Job Description:

We are seeking a highly skilled and motivated Senior Private Banker to join our prestigious team based in Geneva. The ideal candidate will have a deep understanding of private banking, with significant experience in managing high-net-worth and ultra-high-net-worth individuals. This role requires expertise in international and European markets, a passion for delivering tailored wealth management solutions, and the ability to build and nurture long-term relationships with clients.

Key Responsibilities:

  • Client Relationship Management:

  • Develop and manage a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), primarily based in international and EU markets.

  • Build, maintain, and strengthen relationships with clients, understanding their unique financial needs and objectives.

  • Provide bespoke wealth management solutions, including investment advice, estate planning, tax optimization, and portfolio structuring.

  • Wealth Management & Advisory:

  • Offer personalized financial advice based on in-depth market knowledge and tailored investment strategies.

  • Advise clients on portfolio diversification, alternative investments, and other financial strategies in line with their risk profiles and financial goals.

  • Stay abreast of international and EU market trends, regulations, and financial products to ensure clients receive the most up-to-date information and strategies.

  • New Business Development:

  • Identify new business opportunities within your network and through referrals to grow the bank’s client base.

  • Cultivate relationships with external partners, intermediaries, and advisors to enhance business development prospects.

  • Compliance & Risk Management:

  • Ensure that all client activities comply with relevant regulatory requirements, including Swiss and international standards, anti-money laundering (AML) protocols, and tax reporting obligations.

  • Monitor clients’ portfolios for risk and performance, making adjustments as needed to ensure optimal returns in alignment with the client’s objectives.

  • Team Collaboration:

  • Collaborate with internal teams, including relationship managers, wealth planners, and investment specialists, to deliver a holistic service to clients.

  • Mentor and guide junior bankers or support staff within the team, ensuring the quality of service and client satisfaction remains at the highest standard.

    Qualifications & Experience:

    • Education: A Bachelor’s degree in Finance, Economics, or related field (advanced degrees or professional certifications such as CFA, CFP, or equivalent are preferred).

    • Experience:

    • A minimum of 7-10 years of experience in private banking, wealth management, or financial advisory, with a strong focus on international and EU markets.

    • Proven track record of managing high-net-worth client portfolios and generating new business.

  • Market Expertise: Deep understanding of global financial markets, especially EU and international investment landscapes, regulatory frameworks, and tax structures.

  • Skills:

  • Strong relationship-building and communication skills, with the ability to engage and influence C-suite executives and ultra-high-net-worth clients.

  • In-depth knowledge of investment products, asset classes, and financial strategies for wealth preservation and growth.

  • Fluent in English, both written and spoken (additional languages, particularly French or German, would be a plus).

  • Max Doman Principle Consultant

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