Head of Family Office & Wealthy Families

About the job

WE ARE LOOKING FOR YOU!

Head of Family Office & Wealthy Families

80-100% in Zurich – immediate start

Your role at Globalance

You are responsible for the business development of "Family Office & Wealthy Families." Globalance is excellently positioned to further develop this rapidly growing segment and become one of the leading players. We have great ambitions for this segment, and your responsibility includes further developing the acquisition strategy, improving our product/market fit, and acquiring new clients.

YOUR AREA OF RESPONSIBILITY

• You ensure that Globalance positions itself as a leading provider and sparring partner for future-oriented investments in the family office segment and gains market reach.
• You further develop our acquisition strategy and improve the product-market fit.
• You take the lead in acquiring and managing new clients.
• Your activities contribute to the strong growth of Globalance.

YOUR EXPERIENCE AND PERSONALITY – THIS MAKES YOU OUR TEAM MEMBER

• You are a dynamic, ambitious, and entrepreneurial person with high self-motivation, a strong "sales gene," and proven success in acquiring new clients. You have demonstrated these qualities in various roles in the service or financial industry.
• Sustainability and future orientation in the financial world are important values to you, and you want to move the financial world together with Globalance.
• Ideally, you bring a strong network in Switzerland and Germany in the environment of family offices and wealthy families and are characterized by the ability to successfully build strategic partnerships.
• You have completed commercial training or a business degree and have several years of concrete experience in asset management, preferably at a bank, family office, or a comparable environment.
• You have solid knowledge of asset classes such as equities, bonds, real estate, alternative investments, and private equity.
• You have excellent communication and negotiation skills and are fluent in German and English, both spoken and written.

This is GLOBALANCE

• Globalance is an owner-managed Swiss private bank that invests in future solutions with a positive footprint.
• With the Globalance Footprint®, Globalance is the first bank worldwide to illustrate the impact of assets on the economy, society, and the environment.
• In 2020, Globalance launched Globalance World, a digital world first in private banking in the form of a digital and interactive globe for sustainable investments. With this, Globalance is breaking new ground and making investments simpler, more individual, and more tangible for clients.
• Globalance advises private clients, families, foundations, and other banks on how to invest their assets with a future orientation. Globalance is one of the fastest-growing private banks in Switzerland, especially in the family office sector.
• We are an independent and founder-led company with flat hierarchies and fast decision-making processes.
• According to our employee survey, 100% of employees rate the work environment as good or very good, 92% find their work content exciting or very exciting, and 100% identify with our goals and priorities.
• Independent rating agencies have repeatedly recognized Globalance for its leading investment expertise: in 2024 by the business magazine Bilanz as a "Long-standing Quality Leader" in Switzerland and by the Fuchs | Richter rating agency for the sixth consecutive time as the "Best Bank in Switzerland."
• We offer you high independence and responsibility in daily work as well as flexible working hours.

We look forward to your application!

An interesting role in a dynamic and growing company awaits you. Have we sparked your interest and would you like to learn more about this exciting position?