Relationship Manager / Private Banker, Middle East (m|f|x) Zürich

Banque Heritage is a leading Swiss private banking group founded in 1986 as a family office. Guided by entrepreneurial spirit and strong family values, we combine the agility and proximity of a family office with the strength, resources, and expertise of a well-established institution. We partner with clients across generations, offering bespoke wealth solutions grounded in trust, deep expertise, and long-term relationships.

Headquartered in Geneva, with offices in Zurich, Basel, Sion and a subsidiary in Uruguay, Banque Heritage is pursuing an ambitious growth strategy. As part of this expansion, we are looking for a Senior Private Banker focused on the Middle East market to join our Private Banking team in Zurich.

Aufgaben

• Develop, manage and grow long-term relationships with High Net Worth clients, understanding their financial goals and advising on appropriate wealth management solutions;
• Originate new client relationships and assets through your network and market presence;
• Deliver a consistently high level of personalised service, acting as the primary point of contact for clients and their families;
• Analyse portfolio positions and prepare investment proposals, performance reviews, and asset allocation recommendations aligned with clients’ objectives and risk profiles;
• Ensure all client interactions and transactions comply with regulatory requirements and internal policies and procedures;
• Monitor global economic, market, and investment developments and translate insights into meaningful client advice.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Proven track record as a Private Banker covering the Middle East market with a particular focus on Turkey, Saudi Arabia, and/or the UAE, working with families, entrepreneurs or executives;
• Established network and ability to originate new client relationships and assets;
• Degree in Finance, Economics, or a related discipline;
• Valid client advisor certification (CWMA required);
• Strong investment expertise across discretionary and advisory mandates, structured portfolios, brokerage solutions, and portfolio reviews;
• Entrepreneurial mindset, proactive attitude, and strong client-centric approach;
• Fluency in English; additional languages are a plus.

Das erwartet Sie

Banque Heritage offers a rare opportunity to join a Swiss private bank with a strong family office heritage and a modern, entrepreneurial culture.

Recognised as a Great Place to Work®, we provide an environment where performance, growth and personal development are fully aligned.

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Kontakt

Standort

Uraniastrasse 35, CH-8001 Zürich