Senior Swiss Private Banker/Relationship Manager

4 days ago


Providence, Rhode Island, United States AP Executive Full time

Job Title: Senior Swiss Private Banker/Relationship Manager

Job Summary:

We are seeking a highly experienced Senior Swiss Private Banker/Relationship Manager to join our team at AP Executive. The ideal candidate will have a strong background in private banking, with a focus on high net worth individuals and families.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing personalized financial solutions and advice.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with internal teams to provide comprehensive financial services, including investment management and wealth planning.
  • Stay up-to-date with market trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.

Requirements:

  • Minimum 10 years of experience in private banking, with a focus on Swiss markets.
  • Proven track record of success in managing high net worth client relationships.
  • Strong understanding of financial markets, products, and services.
  • Excellent communication and interpersonal skills.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunity to work with a leading private bank in the Swiss market.
  • Collaborative and dynamic work environment.


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