Senior Client Advisor (100%)

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 supporting independent asset managers. The very solid equity base attests to the high independence and security of the Zurich family business. Furthermore, the modular investment solution and services in the blockchain and crypto sectors underline the innovative strength of the private bank, which was recognised by the business magazine "Bilanz" as a "Long-standing Quality Leader".

To strengthen our "Private Banking International" department, we are looking for a committed individual as

Senior Client Advisor (100%)

with a focus on the German market

Area of responsibility

• Management, analysis, further development and expansion of a private banking client portfolio with a focus on the German market
• Regular travel to Germany, including participation in client events and on-site client visits
• Comprehensive advice and support for demanding private banking clients
• Proactive sale of asset management solutions from Maerki Baumann & Co. AG
• Development of client-specific investment proposals with the support of modern advisory applications as well as internal and external specialists
• Targeted use and expansion of your personal network to strengthen market positioning in Germany

Education/Experience

• Completed banking or finance-specific education (university/fachhochschule) or commercial training with further education in the financial sector
• Convincing, several years of proven performance as a client advisor with a focus on Germany and client networks
• Very good knowledge of the German private banking market, including culture, mentality, client needs, investment preferences, and legal-regulatory frameworks
• Several years of experience in advisory and sales as well as in supporting German private banking clients
• Very good German and English skills

Personal qualities

• Proven competencies in the support and further development of wealthy clients
• Consistent client/service orientation and strong quality awareness
• Independent, committed, reliable and integrous personality
• Impeccable manners, excellent communication skills, engaging demeanour, absolute discretion and loyalty

Please submit your complete application documents via the application button. Annette Käppeli and Livia Wyler look forward to hearing from you.

We only consider direct applications.
Apply now Maerki Baumann & Co. AG, Dreikönigstrasse 6, CH-8002 Zurich, T +41 44 286 25 25, www.maerki-baumann.ch