Senior Private Banker | Zurich

Job description

Do you need a change? Are you feeling frustrated with constant changes in senior management and organizational structures, shifting strategies, or conflicts of interest at your present workplace? Are you a talented relationship manager with an established client portfolio? Then perhaps it’s time to gain some independence and unlock your potential for the benefit of both you and your clients by partnering up with one of Switzerland’s leading wealth managers. Marcuard Heritage AG is a FINMA-licensed portfolio manager founded in 2003 and headquartered in Zurich. Marcuard Heritage AG forms part of Marcuard Heritage Group, an international network of regulated financial services providers in Singapore, Cyprus, and Switzerland. Marcuard Heritage AG provides holistic wealth management services to UHNWIs and their families. Your Responsibilities: - Maintain and grow your book of business consisting of UHNW/HNW individuals and families - Deliver outstanding client service and work with our asset management unit to provide sophisticated financial services across a range of investment products and asset classes - Create tailor-made wealth planning solutions to meet clients’ needs in collabora...