Director, Wealth Management, Germany UHNW Coverage, Bulge Bracket Bank, Zurich

Mandate Status: 
Mandate Code: 
- Global bank strengthening their wealth management platform for Germany
- Looking to hire a Senior Banker with UHNW/HNW/family office connectivity
- Particular interest towards candidates with investment banking experience and a successful track record of covering both traditional wealth clients as well as HNW entrepreneurs


  • Candidates with at least 8+ years of experience in private banking, an investment banking coverage team, or who has obtained significant client penetration through another relationship focused role within an investment bank or buy-side institution
  • Candidates must show high level connectivity with UHNWI/HNWIs and have a demonstrable track record of originating business from such individuals/family groups
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key


  • Primary responsibility is origination of net new assets for the Wealth Management platform from a regional client base brought in by the candidate
  • A secondary focus is the origination of investment banking type transactions, executed either within the investment bank or the private bank depending upon the size of the trade
  • Acquisition of HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions and advise HNWI clients
  • Effectively collaborate with senior members of the Private Banking department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Keep up-to-date knowledge of economic / market trends and be able to identify the key change triggers
  • Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries


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