Description
## Your team ##
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services
As a Junior Private Banker in our Zurich office you will be working in the German Speaking Switzerland Team within the bank-s Wealth Management. Eager and motivated to contribute to the team-s success and to start a successful career to become a private banker.
## Your role ##
Your responsibilities include the following:
- Develop and maintain a close and trusting long-term relationship with clients
- Support team leader & senior private bankers with management of key clients
- Analyze the wealth structure and needs of new clients
- Prepare investment proposals and solutions aligned with the client-s goals, assets and chosen investment policy
- Execute transactions, payments and other banking operations
- Set up new accounts and follow-up on administrative matters
- Meet prospects and clients, prepare client meetings and manage follow-up actions
- Maintain close collaboration with Investment Specialists and the Investment Platform to keep up-do-date with investment solutions and guidelines, and contribute to the development and implementation of a best-in-class product offering
- Control and handling of internal processes; client compliancy; data base; client files to all relevant local laws and regulatory requirements
## Your profile ##
- Degree in banking and finance or equivalent qualification
- A post-graduate type qualification such as CFA, AZEK or equivalent would be an asset
- Minimum 3 years of private banking experience
- Highly proficient in standard IT applications as well as Bloomberg and Reuters
- Knowledgeable across asset classes and investment vehicles
- Understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and identification of wealth planning opportunities
- Extremely client and solutions-oriented as well as a proactive mindset
- Excellent communication and presentation skills, both written and oral
- Ability to demonstrate negotiating skills
- Fluent in German and English, French skills are a plus
## Note ##
We will not accept any CVs via agencies
## Diversity & Inclusion ##
***Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.***