Head of Private Banking & Business Development, Zurich
With approximately 45 employees and CHF 3.5 billion in client assets under management, we are among the 15 largest independent asset managers in Switzerland. For the past seven years, we have been named “Best Swiss Asset Manager of the Year” by BILANZ.
We are an established, independent asset management firm with a professional, entrepreneurial environment and high standards of quality. To strategically expand our business in Zurich, we are seeking an experienced, well-connected, and entrepreneurial individual to serve as
Head of Private Banking &
Business Development, Zurich (m/f/d) 100%
Location: Zurich
Time frame: Effective immediately or by arrangement
Workload: 100%
Your Area of Responsibility
Business Development, Acquisition & Expansion
- Consistent expansion of our private banking business in Zurich with a focus on growth, new assets, and new business opportunities
- Systematic recruitment of high-net-worth private clients and development of our own acquisition initiatives
- Identifying and recruiting successful client advisors to strengthen our Zurich team
- Establishing and further developing a strong network of intermediaries, cooperation partners, and relevant influencers
- Identifying and developing strategic opportunities such as collaborations, new team members, and potential acquisitions
- Actively shaping the commercial, personnel, and strategic development of the Zurich office and representing the firm in the market
- Leading and coordinating the Zurich team in close collaboration with senior management and the Basel office
Relationship Management
- Building and managing a proprietary, high-quality client portfolio
- Comprehensive, long-term advisory services for high-net-worth private clients, featuring a high standard of advice and service
Your Profile
You are an experienced, entrepreneurial private banking professional with a strong focus on client service, an extensive network, and a passion for developing new business opportunities.
- Several years of successful experience in Swiss private banking with a proven track record in acquiring high-net-worth private clients
- Proven track record in managing your own client portfolios; an existing client base is a plus
- Strong personal network and a keen talent for client acquisition, relationship building, and developing new business opportunities
- Entrepreneurial mindset, a high degree of initiative, and a strong sense of responsibility
- Ability to engage with successful client advisors and win them over to a shared entrepreneurial vision
- A leader with a confident, credible demeanor and a strong team-oriented approach
- Strong client focus and alignment with the values and long-term advisory approach of an independent wealth management firm
- Very good command of German and English; additional languages are a plus
We offer you
- An entrepreneurial role focused on building and leading the organization, with direct influence on the future development of our Zurich office
- The platform and professional infrastructure of an established and successful independent asset manager
- A high degree of personal autonomy and short decision-making paths
- Close collaboration with senior management
- The opportunity to actively contribute and drive your own business ideas, clients, partnerships, and strategic opportunities
- A professional and collaborative environment with a high degree of personal responsibility
- Attractive employment terms and long-term career prospects
Curious? So are we! We look forward to receiving your complete application package at e.vogel@tareno.ch
Does this sound like the new challenge you’re looking for?
In that case, our Human Resources Director, Ms. Vogel, looks forward to meeting you. Discretion and confidentiality are a matter of course for us.