Our client is a long-established international private banking group with a strong entrepreneurial culture and a boutique approach to wealth management. Renowned for serving sophisticated international clients, the bank combines the stability of a well-capitalized institution with the agility of a lean and collaborative organization. With a strong presence in Switzerland and a client-centric philosophy, the bank delivers tailored wealth and financing solutions to entrepreneurs, families, and high-net-worth individuals across European markets. The environment promotes accountability, fast decision-making, innovation, and cross-functional collaboration.
Description du poste
Position:
Our client is seeking an experienced and entrepreneurial private banking professional to lead and further develop a European-focused team based in Geneva. This strategic front-office role combines leadership, relationship management, and business development within an international private banking environment. The successful candidate will play a key role in strengthening the bank‘s presence among internationally active private clients, while cultivating a collaborative, high-performing, and client-centric culture within the team. Alongside team management responsibilities, the role requires the ability to bring and further develop a portable client portfolio, with a particular focus on clients requiring corporate banking, structured lending, and tailored financing solutions.
Responsibilities:
Manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients across European markets
Develop new business opportunities through personal networks and strategic relationship building
Lead, mentor, and support a team of relationship managers and banking professionals
Drive team performance through clear objectives, coaching, and active collaboration
Deliver sophisticated advisory solutions across investment, lending, and wealth structuring topics
Ensure high standards of client service and long-term relationship management
Monitor risk parameters and ensure compliance with internal and regulatory standards
Coordinate with internal stakeholders to enhance operational efficiency and client experience
Contribute actively to the strategic development and growth ambitions of the Swiss platform
Why Apply:
Opportunity to join a respected international private banking institution with strong heritage and entrepreneurial spirit
Boutique environment with short decision-making lines and real autonomy
Strategic leadership role with visibility and impact
Dynamic and collaborative culture focused on innovation and client excellence
Access to sophisticated wealth management and financing capabilities
Long-term growth potential within a stable and expanding organization
Inclusive and people-oriented environment promoting diversity, development, and meritocracy
Profil recherché
Profile:
University degree or equivalent higher education qualification
Proven track record in private banking and relationship management within European markets
Leadership experience managing or mentoring front-office teams
Existing network of high-net-worth and ultra-high-net-worth clients
Strong business development and client acquisition capabilities
A background in corporate banking is considered a strong asset
Solid understanding of investment products, lending and wealth management solutions
Excellent communication and interpersonal skills
Strong organizational abilities with a hands-on and entrepreneurial mind set
Familiarity with Avaloq is an advantage
Fluent English and French are required; additional European languages a plus
Applicants must already hold the right to work in Switzerland or possess a valid Swiss work permit
Company Description:Product & Innovation Manager, Motor & Property Insurance (Private Customers)
Location: Zurich area, Switzerland
Workload: 80-100%Our client, a leading Swiss insurance company, is looking for an experienced Product & Innovation Manager to drive the strategic and operational development of its private motor and property insurance portfolio.Job Description:Your ResponsibilitiesDefine and manage the product strategy and roadmap for private motor and property insurance products, prioritizing initiatives based on business value.Continuously develop and enhance insurance products, coverages, and customer offerings.Conduct market, customer, portfolio, and performance analyses to identify opportunities for product improvements.Lead cross-functional product development initiatives in collaboration with Sales, Pricing, Underwriting, Claims, IT, and other stakeholders.Gather, define, and manage business requirements, ensuring alignment across internal and external stakeholders.Ensure high-quality implementation within core insurance systems, business processes, customer documentation, and contractual documentation.Monitor product performance through KPIs and reporting, recommending and implementing continuous improvements.Support sales enablement through product communication, training, and educational materials.Prepare presentations, business cases, and analytical reports for senior management and decision-making committees.What we are looking for :Your ProfileUniversity degree or equivalent professional experience within the Swiss insurance industry.German skills- Fluent .Strong expertise in private motor and/or property insurance products.Several years of experience in Product Management, Product Ownership, or related functions such as Underwriting, Claims, or Pricing.Strong analytical mindset with experience in portfolio analysis, claims analysis, KPI monitoring, and data-driven decision making.Highly motivated, proactive, and driven to lead innovation and change.Structured, independent, and solution-oriented working style.Excellent communication and stakeholder management skills, with the ability to collaborate across business and technical teams.What's OfferedHybrid working model with up to 60% remote work.Six weeks of annual vacation.Extensive professional development and training opportunities.High level of autonomy and ownership.Flexible working arrangements, including part-time options.Comprehensive wellbeing and employee wellness initiatives.
Client:Our client is a well-established international private banking and asset management group with a strong presence across key financial centres. The organisation combines the stability and heritage of a long-standing financial institution with an entrepreneurial approach to investment and client service. The team operates in an international environment where collaboration, personal accountability and high professional standards are important. There is also a clear focus on sustainable investment and creating long-term value for clients.Position:This is an opportunity to join a highly regarded, long-established financial institution combining stability, innovation and an entrepreneurial culture — based in the beautiful Swiss city of Basel. We are currently looking for an experienced Risk & Performance Specialist to join an established analytics function supporting Asset Management. This is a role for someone who enjoys working at the intersection of investment risk, performance analysis, data and portfolio management. You will have exposure to a broad range of investment strategies and will play an important role in turning complex portfolio data into meaningful insight for investment and senior stakeholders.Responsibilities:Carry out both forward-looking and historical risk analysis across equity, fixed income, multi-asset and alternative investment strategiesAssess portfolio exposures including VaR, tracking error, factor risk, concentration and liquidityPrepare performance attribution and contribution analysis, translating results into clear investment insightsWork closely with Portfolio Management, Investment Compliance and Operations to maintain robust data quality and ensure reporting is delivered accurately and on timeSupport the continued enhancement of risk and performance analytics, including methodologies, tools and underlying infrastructurePresent findings and analysis to relevant internal stakeholders, including investment professionals and senior managementContribute ideas and practical solutions to improve the way investment risk and performance are measured and communicatedWhy apply?This is an opportunity to join a sophisticated investment environment where your analysis will have direct relevance to portfolio decisions and senior stakeholders. You will have the opportunity to work across multiple asset classes rather than being restricted to a narrow product area, while also contributing to the evolution of the firm's risk and performance capabilities. The culture is suited to someone who takes ownership, enjoys solving problems pragmatically and values accuracy without losing sight of the bigger investment picture. An entrepreneurial mindset, integrity and a collaborative approach are valued, alongside the opportunity to develop professionally within an international organisation.Candidate ProfileA university or equivalent higher education qualification in Finance, Economics, Mathematics or a related discipline5+ years' relevant experience in investment risk, performance analysis, investment analytics or a related fieldStrong understanding of portfolio risk and performance measurement, ideally across multiple asset classesA hands-on, "get things done" mindset, with the initiative and flexibility to roll up their sleeves, take ownership and find practical solutionsExperience with Bloomberg PORT Enterprise or a comparable platform, alongside Bloomberg and other relevant investment analytics toolsWorking knowledge of Python and SQL a mustProfessional qualifications such as FRM, CFA, CAIA or CIPM would be advantageousA pragmatic, analytical and detail-oriented approach, with strong communication skills and a focus on data accuracyFluent English; German would be a plus but not a mustSwiss work permit eligibility required; cross-border candidates are welcome. The role is fully office-based, with a commitment to living in or near Basel expected
Client:A well-established, independent multi-family office with a strong international presence and offices across Switzerland and globally. The firm provides high-net-worth and ultra-high-net-worth families with strategic planning, investment management, administration and day-to-day advisory services. The company has a close-knit, collaborative culture, with a strong emphasis on teamwork, professionalism and high-quality client service. Finders has worked with this client for many years and can provide candidates with a good understanding of the culture, team and working environment.Description du postePosition:Are you looking to move into an in-house client relationship role within a leading multi-family office? This Associate to Senior Associate opportunity would suit someone with around 2–6 years of relevant experience who wants to gain genuine exposure to UHNW clients and complex international matters. A Big 4 background could be particularly relevant for someone looking to move into a Front Office role, but we are also very much open to candidates from other relevant financial services backgrounds. This is a Front Office position supporting and developing relationships with HNW/UHNW clients and their advisors. The level of responsibility will depend on your experience, with the role initially involving a significant amount of client support and administration, but with plenty of room to take on more responsibility and develop over time. You will work closely with senior Relationship Managers and a range of internal and external specialists, gaining exposure to complex international structures, trusts, corporate matters, cross-jurisdictional assets, private equity and wealth planning. The role offers an unusually broad level of exposure for its seniority. Working in a relatively small, collaborative team, you will have the opportunity to get involved in complex international client matters and take on responsibility that would often be reserved for more senior people in a larger organisation. It is a chance to develop a genuinely broad understanding of family office and UHNW client work rather than being limited to one specialist area. Candidates coming from Big 4 audit/advisory, tax, trust, wealth planning or similar financial services backgrounds could be well suited, particularly if looking to move into an in-house Front Office environment. The role would suit someone who is happy to get involved in the detail as well as the bigger picture, with the opportunity to build their career within a highly collaborative and global multi-family office environment. Key Responsibilities:Support and develop long-term relationships with HNW/UHNW clients, family members and their advisorsWork closely with senior Relationship Managers on key client relationships, taking increasing responsibility for client matters depending on experienceCoordinate with internal teams including legal, compliance, trust, accounting, investments, philanthropy and riskLiaise with external professionals including lawyers, tax specialists, trustees and asset managersAssist with or manage banking payments, account openings, compliance documentation, risk reviews and debt monitoringPrepare client reporting packs, financial analysis and meeting materials, using Excel extensivelyAssist with financial processes including loan schedules, reporting and analysis of client structuresGain exposure to trusts, corporate structures, estate planning, tax and other family office servicesSupport the presentation and coordination of the Group's services to clients and their advisorsContribute to internal projects, business development and marketing initiatives where requiredTake a proactive "get things done" approach to both strategic projects and day-to-day administrationProfil recherchéProfile:Bachelor's or Master's degree in Finance, Economics, Business, Accounting, Law or a related disciplineApproximately 2–6+ years' relevant experience, depending on level, ideally gained within financial services, Big 4 audit/advisory, tax, trusts, wealth planning or a similar environmentStrong client service and administrative skills, with the ability to build and maintain long-term relationships with HNW/UHNW clientsNumerate and confident working with financial information, financial statements, reporting and ExcelHighly organised, proactive and detail-oriented, with the maturity and initiative to take ownership of both day-to-day matters and broader client projectsKnowledge of trusts, corporate structures, tax or wealth planning is an advantage; ACA, ACCA or an equivalent international qualification would be a plus for the more experienced profileFluent/bilingual English; additional languages such as German, French or Spanish would be an advantage but are not essentialIdeally already based in the Zurich area, with Swiss/EU/EFTA nationality or otherwise eligible for a Swiss work permit
Client: Our client is a well-established international private banking and asset management group with a strong presence across key financial centres. The Bank combines the stability and heritage of a long-standing financial institution with an entrepreneurial approach to investment and client service, with a clear focus on sustainable investment and creating long-term value for clients. The Bank places great importance on its people, their expertise and professional contribution, within an international environment where collaboration, personal accountability and high standards are valued. The Basel team is now looking to strengthen its External Asset Manager business with an experienced relationship professional. Finders has worked with this client for many years and can provide candidates with a good understanding of the culture, team and working environment.Position:Based in Basel - a delightful part of Switzerland - this is a Client Relationship Manager position for the External Asset Manager segment. You will be joining a busy team and responsible for managing and developing the existing portfolio of EAM relationships (global client base). You will act as a key point of contact for clients, ensuring a high level of service while identifying opportunities to deepen existing relationships and generate new business. This is a hands-on relationship role combining client management, business development and coordination with internal teams. You will work closely with the EAMs to understand their needs and provide appropriate banking, investment and operational solutions.Key Responsibilities:Manage and develop existing EAM relationships, while identifying opportunities for new businessBuild trusted, long-term relationships with external asset managers and their clientsUnderstand client requirements and coordinate appropriate banking and investment solutionsPromote the Bank’s products and services and contribute to business development initiativesPrepare and participate in client meetings, events and presentationsAct as a key contact for day-to-day client enquiries and requestsCoordinate and monitor client instructions, including payments, securities transactions and changes to static dataWork closely with internal teams to ensure efficient and timely execution of client requirementsMonitor credit lines, investment maturities and other relevant client mattersEnsure activities are carried out in line with applicable internal policies and regulatory requirements, including AML, FATCA and MiFIDFollow up on administrative and operational matters to ensure a high level of client serviceWhy Apply?This is an opportunity to join an established international private bank in a relationship-focused role where you can take ownership of a portfolio of EAM relationships and play an active part in developing the business. You will benefit from a broad role combining relationship management, business development and exposure to investment and banking solutions, within a collaborative and international environment. The position would suit someone who enjoys being close to clients, working across different teams and building relationships over the long term. Candidate ProfileUniversity degree in Finance, Economics or a related discipline, Around 5–10 years' relevant experience within Private Banking or Financial Services, ideally with exposure to External Asset ManagersSwiss private banking experience is highly desirable, but not essentialStrong understanding of private banking products, services and client processes, combined with a client-focused approach and excellent communication and relationship-building skillsCommercial mindset with the confidence to identify and develop business opportunitiesWell organised and able to prioritise effectively, manage multiple matters and work under pressureA hands-on, "get things done" mindset, with the initiative and flexibility to take ownership and find practical solutionsStrong sense of responsibility, integrity and attention to detail, with the ability to work effectively with a range of internal and external stakeholdersExcellent Microsoft Office skills; experience with Avaloq would be an advantageFluent German and English; additional languages would be an advantageSwiss work permit eligibility required; cross-border candidates are welcome. The role is fully office-based, with a commitment to living in or near Basel expected
Client:As a distinguished banking and financial services institution, our Client provides customized investment advisory and asset management solutions for both private and institutional clients. Their long-established success is built on the dedication and expertise of their team members, and they offer a human-sized, dynamic, innovative place to work with likeminded professionals, as well as a collaborative team spirit. With a legacy spanning over 150 years and a presence in multiple global locations, they offer the chance to contribute to a thriving and forward-thinking organization. A bank that Finders works with regularly, as a trusted partner, thus able to explain the culture to any prospective applicant.Position:Perhaps you are in the Big 4 today covering risk and audit and looking to move into an in-house operational risk role within banking? Or you already have several years of experience in operational risk, internal audit or controls and are looking for a new challenge within a well-established banking environment? This is an interesting 2nd line of defense opportunity within a busy, close-knit team, where you will contribute to the maintenance and development of the Bank's operational risk framework, ensuring alignment with Swiss banking regulations and FINMA requirements. You will work closely with stakeholders across the three lines of defense, helping to identify, assess and mitigate operational risks and strengthen the Bank's internal control environment. Essentially, your role will involve reviewing and challenging the Risk and Control Self-Assessment (RCSA), performing tests of controls, contributing to relevant risk reviews and supporting the ongoing development of the operational risk framework. Responsibilities to include, but not limited to:Maintain and contribute to the development of the operational risk frameworkReview and challenge the Risk and Control Self-Assessment (RCSA)Collaborate with stakeholders across the three lines of defensePerform testing of controls and follow up on findingsContribute to relevant operational risk reviews and assessmentsSupport the Bank in meeting its regulatory and operational risk requirements Why apply?Join a well-established, globally connected institution where you can build on your operational risk experience and play a meaningful role in supporting a strong risk and control environment. Ready to make an impact? Apply now. Profile:University degree in Finance, Economics or a related disciplineAround 5 years of practical experience in Operational Risk, Internal Audit or a Control functionExperience with operational risk management and the implementation of relevant regulatory requirementsGood understanding of Swiss banking regulations and relevant FINMA requirementsStrong analytical and organisational skills, with the ability to assess issues, set priorities and work independentlyExcellent Microsoft Office skills; knowledge of Avaloq is an advantageComfortable working with a range of stakeholders across the organisationExcellent interpersonal, communication and presentation skillsA hands-on, dynamic, roll-up-your-sleeves sort of person, used to working within a busy, medium-sized environmentFluent in English and very good command of French; German is an advantageAvailable to work full-time (no home office)Eligible or already in possession of a Swiss passport or Swiss work permit and happy to be based in the Geneva region.
