Senior Private Banker Covering North America

Options Group Internal
Zürich, ZH

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Anglais

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PRIVATE WEALTH MANAGEMENT, ZURICH

For our client, a global tier 1 private bank, we are looking for a senior private banker based in Zurich and Geneva to cover North American clients.

Job description

For our client, a global tier 1 private bank, we are looking for a senior private banker based in Zurich and Geneva to cover North American clients. The ideal candidate is an established banker who has built a substantial network in this community. An excellent opportunity to develop your career with a top private bank. Kindly submit your resume and we will be in touch with you shortly. we are also open to receive CVs from bankers who want to relocate from London or USA

Responsibilities

Front client acquisition role.
Prospect, acquire and manage American Citizens, Residents, and Expats.
Provide tax efficient wealth management services to U.S taxpayer households.

Qualifications

Minimum 10 years of experience working with individuals, large families, family offices, trust and/or financial companies.
Experience in FATCA, IRS reporting, investment constraints, regulatory requirements are a plus.
SEC registered and compliant
Proficiency in English

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