Marcuard Heritage is an international wealth manager with operating companies in Singapore, Cyprus and Switzerland. Marcuard Heritage offers wealth management services to UHNWI's and their families.
We are looking for an experienced client advisor to Russian clients to join our team at Marcuard Heritage AG, one of the leading wealth managers in Switzerland.
You will independently develop and manage a portfolio of high net worth individuals from Russia. You will largely assume commercial as well as risk management responsibility for these clients and will be their main contact person. At the same time, you will work closely with a team of investment specialists, succession planners, assistants and external partners to provide comprehensive service to your clients.
Your place of work is Zurich. However, you will be expected to travel regularly. You will work closely with our representative office in Moscow and other Group companies.
- You are a Russian citizen or are in possession of a Russian residence permit. Russian is your mother tongue. You also speak excellent English. Knowledge of German or other languages is an advantage
- Your work experience includes at least 5 years in domestic private banking at an international bank in Russia
- You are currently or have until recently worked as a client advisor in the private banking department at a leading Swiss or Liechtenstein bank and manage/used to manage a client portfolio of no less than CHF 200 million, most of which you have acquired yourself
- You have worked for 10 years or more in the private banking industry as a client advisor to Russian clients
- The job profile requires solid product know-how (portfolio management, funds, investment advice and succession planning) as well as risk management expertise (anti-money laundering, cross-border rules, automatic exchange of information, etc.) acquired over many years as a practitioner
- We are looking for a dynamic, friendly and optimistic person with outstanding social skills, an entrepreneurial attitude and robust experience in the above-mentioned areas. You will have commercial responsibility to achieve a net new money target of CHF 100 million within 18 months
Are you attracted by this challenge and would you like to work in a dynamic environment? Then we look forward to receiving your application.
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For further information please contact our external HR partner
HC Solutions, Anna Kotrba or Annette Corona on +41 44 915 12 12, www.hcsolutions.ch.