Professional advice and support (banquier-style) for existing and newly acquired clients on all aspects of their financial needs, e.g. in defining, implementing and monitoring their investment strategy, tax and inheritance issues, pensions, etc.
Development and implementation of customized solutions, in collaboration with team members and specialists from other areas
Participation in the bank's investment committee and independent implementation of the investment strategy and tactics decided by the bank in the client portfolios
Maintaining relationships among all employees of the bank as well as the external network with clients, associations, clubs and other local institutions
Your profile
Completed university degree / university of applied sciences (business administration) or training in banking & finance (HFBF, AZEK, CFA)
Profound banking knowledge and experience in advising and supporting wealthy private clients as a private banker, asset manager or, in a broader sense, as a financial expert
High self-motivation, commitment and team orientation
Strong work ethic, integrity and a high sense of responsibility
Excellent communication and negotiation skills at all levels
German as mother tongue, written and spoken English, French an advantage
Established network, ideally beyond Basel
Your benefits
Responsible position in a very renowned, regionally anchored company with a pronounced "culture fit", a flat organization and a well-coordinated team
Nice workplace with attractive employment conditions
High degree of creative freedom in the implementation of ideas for future private banking
Our customer
Our client is an established private bank based in Basel that is highly regarded for its first-class asset management and long-term advisory services. With a strong focus on individual client needs, discretion and sustainable values, the bank stands for stability, trust and entrepreneurial excellence. A lean organization, short decision-making processes and a dynamic environment make this bank an attractive employer for committed individuals with high quality standards.
