Description du poste
Client:
A reputable banking institution listed on the SIX Swiss Exchange, renowned for its strong heritage and integrity. The bank provides tailor-made wealth management, private banking, asset management, and fund services, always delivered with a human touch. Known for its unique, positive, and collaborative work environment, the organisation is strategically expanding its presence across European and Central & Eastern European (CEE) markets, with Poland being one of its important growth areas.
Position:
In this role, you will be responsible for identifying and developing new client opportunities in the Central & Eastern European markets while further strengthening and expanding existing relationships. You will take time to understand clients' needs and design tailored investment proposals in line with the bank's defined strategies, supported by in-house experts.
As a trusted advisor, you will provide independent and personalised support to private banking clients, fostering long-term partnerships built on confidence and discretion. Your work will also include accompanying clients through generational wealth transfers and safeguarding assets across generations. In addition, you will represent the bank at selected client events and contribute to enhancing its presence in the market.
Your Profile:
• A solid educational background in banking, finance, or economics, ideally complemented by relevant further qualifications.
• Strong knowledge of financial products and markets, with the ability to design and deliver tailored solutions for demanding clients.
• Several years of experience advising and managing high-net-worth private clients, with a proven track record of business development.
• An established client network and hands-on experience in the Polish market, making you a trusted advisor for wealthy individuals and families.
• Additional exposure to other Central & Eastern European markets is considered an asset.
• An engaged, reliable, and communicative personality with a strong client focus and genuine enthusiasm for building new relationships.
• Motivation and passion to achieve outstanding results as part of a team, actively contributing to the organisation's growth and success.
A reputable banking institution listed on the SIX Swiss Exchange, renowned for its strong heritage and integrity. The bank provides tailor-made wealth management, private banking, asset management, and fund services, always delivered with a human touch. Known for its unique, positive, and collaborative work environment, the organisation is strategically expanding its presence across European and Central & Eastern European (CEE) markets, with Poland being one of its important growth areas.
Position:
In this role, you will be responsible for identifying and developing new client opportunities in the Central & Eastern European markets while further strengthening and expanding existing relationships. You will take time to understand clients' needs and design tailored investment proposals in line with the bank's defined strategies, supported by in-house experts.
As a trusted advisor, you will provide independent and personalised support to private banking clients, fostering long-term partnerships built on confidence and discretion. Your work will also include accompanying clients through generational wealth transfers and safeguarding assets across generations. In addition, you will represent the bank at selected client events and contribute to enhancing its presence in the market.
Your Profile:
• A solid educational background in banking, finance, or economics, ideally complemented by relevant further qualifications.
• Strong knowledge of financial products and markets, with the ability to design and deliver tailored solutions for demanding clients.
• Several years of experience advising and managing high-net-worth private clients, with a proven track record of business development.
• An established client network and hands-on experience in the Polish market, making you a trusted advisor for wealthy individuals and families.
• Additional exposure to other Central & Eastern European markets is considered an asset.
• An engaged, reliable, and communicative personality with a strong client focus and genuine enthusiasm for building new relationships.
• Motivation and passion to achieve outstanding results as part of a team, actively contributing to the organisation's growth and success.
