Zürich
Client Advisor Tech Banking (100%)
- 29 October 2026
- 100%
- Permanent position
About the job
Founded in 1932, the private bank Maerki Baumann & Co. AG has focused for generations on its core competencies in investment advice and asset management as well as in supporting independent asset managers. The very solid equity base attests to the high independence and security of the Zurich family business. In addition, the modular investment solution and services in the area of blockchain and crypto underline the innovative strength of the private bank, which was awarded "Long-standing Quality Leader" by the business magazine «Bilanz». To strengthen our "Tech Banking" department, we are looking for a committed individual as
Client Advisor Tech Banking (100%)
Area of responsibility
- Expansion of corporate and private clients in the Tech Banking market segment
- Active and independent support of Tech Banking clients with a holistic support approach
- Development of customised, customer-oriented services
- Dealing with founders/managing directors of technology-affine companies in daily business; this includes, in particular, the independent execution of account openings, payment transaction processing, anti-money laundering prevention, KYC (Know Your Customer), transaction clarifications, etc.
- Appearance as a Tech Banking expert towards clients, internal bank stakeholders, in specialist committees as well as at events with a tech focus
Education/Experience
- Several years of experience as a client advisor in the corporate client business at a financial institution (preferably a bank), including relevant further training
- Professional experience with founders, start-ups/young companies and network in this segment
- Knowledge of the relevant legal and regulatory environment in Switzerland, Europe and selected other jurisdictions
- Familiarity with current technologies such as blockchain (including trading of digital assets), artificial intelligence, robotics, etc.
- Own verifiable network for acquiring clients
- Very good German and English skills, spoken and written
Personal qualities
- Strong interest in attending events to refresh expertise and expand one’s own network
- Strong customer/service orientation and pronounced quality awareness
- Independent, committed and resilient personality
- High social competence, likeable, confident and well-groomed appearance
- Enjoyment of teamwork and passion for the role as client advisor
- Good communication skills, impeccable manners and absolute discretion
Please send your complete application documents by e-mail to our HR department, personal@maerki-baumann.ch. We look forward to your application!
We only consider direct applications.
