DZ PRIVATBANK is hiring a Private Wealth Manager to join its Private Banking & LuxCredit department in Zurich. You will be responsible for providing holistic advisory services for wealthy German private clients, entrepreneurs, foundations, and semi-institutional clients within the stable environment of the DZ BANK Group.
What You'll Do
- Provide holistic care and advisory for a portfolio of wealthy German private clients, entrepreneurs, foundations, and semi-institutional clients.
- Explore market-specific new customer potential in the region Germany.
- Build new customer contacts and support the structured, sustainable expansion of German customer relationships and networks, including in cooperation with VR banks in Germany.
What We're Looking For
- Several years of proven, successful experience in dealing with wealthy German private clients and customer networks.
- A successfully completed economics degree or bank-specific training (e.g., AZEK, CFA, CAIA, SBS) combined with long-term professional experience in Wealth Management.
- Very pronounced knowledge of the asset management product range and detailed knowledge of valuation procedures for securities and other investments.
- Holistic, analytical, and networked thinking paired with excellent problem-solving skills for complex customer situations.
- In-depth knowledge of business management and economic interrelationships.
Team & Environment
You will be part of the Private Banking & LuxCredit department.
Benefits & Compensation
- A very responsible and exciting role in a professional environment that challenges and promotes you.
- A sustainable perspective within one of Europe's most successful banking groups.
- An excellent, customer- and performance-oriented working atmosphere with professional colleagues.
- Very good development prospects in a dynamic growth company with exciting digitalization projects.
- Modern working environments including flexible and mobile working options.
Work Mode
This is an onsite position based in Zürich.
Our culture is built on security, connection, and determination as the basis for strength and success. Values we share with clients, partners, and employees.
