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Work with us

Thrive with PKB

PKB is looking for highly motivated individuals who share our passion, values and ambition.

A beautiful place to work with the best talents.

Going for a new job is a big step.
We continuously look for talented people across a broad range of disciplines to join our dedicated teams in our various locations.
We look for ambitious people with an appetite to continuously grow and learn, to join our family and thrive together.

Why work at PKB?

Focus on people

As a family-owned company, we know that our most valuable resources are our people. Our development opportunities and internal culture reflect this very principle.

Agile workplace

Our roots may stretch back to the 19th century, but our flexible working hours and leading-edge technology are aligned with the times.

Stability

Our business has remained in the same steady hands since the start – and it shows in our results as well as our reputation as a solid yet ambitious wealth manager.

Balance

Everyone deserves a healthy work-life balance. Our vacation and family leave policies are generous and respectful of our employees and their priorities.

A different sensibility

Art is entwined in our history and culture – and this may be why we have a strong appreciation for craft, excellence and inspiration that drives us forward.

Beautiful Lugano

Our head office is located in Lugano, Switzerland, known as much for its Mediterranean flair as its high quality of life.

Open positions

Relationship Manager – Nordic markets (Zurich based)

The Role

We are seeking to recruit a Zurich-based Relationship Manager to extend the bank’s initiative towards the Nordic markets. The new colleague shall fit in an existing small team and hence be a good team-player. The candidate will be responsible to build up and to manage acquired clients through advisory services and managed investment solutions. We expect excellent knowledge of the Nordic markets and a well-established network in the region. Furthermore, we look for conceptual and strategic skills, an outstanding work organisation and a client-focused market orientation.

Key Responsibilities

  • Actively looking to forge new relationships with HNW/UHNW individuals and onboarding them, whilst proactively and passionately serving them thereafter.
  • Provide personalized advice and offer tailor-made solutions services to customers.
  • Monitor portfolios closely and provide clients with performance reviews on a regular basis.
  • Maintain and enhance profitability through excellent client focus and management of needs.
  • Continuous analysis of financial markets in order to propose and develop appropriate solutions for clients.
  • Contribute to the evolution of PKB Private Bank’s value proposition.
  • Work in cooperation with our Asset Management, Advisory and Credit service’s teams.
  • Be a “key-player” in the growth of the target market by upholding proper and ethical behavior.
  • Monitor competitors and market trends to identify business opportunities and incorporate gained information into the sales plan.
  • Lead or assist in ad hoc projects when necessary.
  • Always consider the reputation of the bank and the Group through positive interactions and compliance with policies, processes and regulatory requirements.

About You

  • At least 10 years’ experience within the Nordic Markets.
  • SAQ certification compulsory or to be done.
  • Bachelor’s degree ideally in Banking and Finance or a post-graduate degree such as a Master’s, CFA, CIIA or MBA would be a plus.
  • A trusted advisor, experienced in advising clients for all aspects for their financial, business, and live choices.
  • Capacity to develop client relationships. Ability to demonstrate negotiating skills.
  • Have an existing network to nurture and grow; proven history of being a revenue generator.
  • Ability to work both independently and as a team player.
  • An entrepreneurial and proactive mindset.
  • Excellent communication and presentation skills, both written and oral.
  • Proven problem-solving skills.
  • Fluent English and German compulsory; other languages would be a plus.
  • Must be resident in Switzerland or willing to relocate.

If your profile matches the requirements of the position, we invite you to send your application together with an updated CV and cover letter to the HR e-mail address: humanres@pkb.ch

Please enter in the object of your e-mail the following note: Application for the position of “Relationship Manager – Nordic Markets”.

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Relationship Manager – Europe, LATAM or Middle Eastern Markets

The Role

We are seeking to recruit a Geneva-based Relationship Manager to cover the Europe, LATAM or Middle Eastern markets. The successful candidate will be responsible for managing a book of clients and driving new client acquisition through a broad knowledge of managed investment solutions and advisory services. We expect conceptual and strategic skills, an outstanding work organisation and a client-focused market orientation.

Key Responsibilities

  • Build, manage and grow a book of HNW & UHNW clients.
  • Monitor portfolios and provide performance reviews.
  • Provide personalized advice and offer tailor-made solutions services to customers.
  • Maintain and enhance profitability and product management.
  • Continuous updating and analysis of financial markets in order to propose and develop appropriate solutions for clients.
  • Contribute to the evolution of PKB Privatbank’s value proposition.
  • Work in cooperation with our Asset Management, Advisory and Credit service’s teams.
  • Be a “key-player” in the growth of the target market by upholding proper and ethical behavior.
  • Monitor competitors and market trends to identify business opportunities and incorporate gained information into the sales plan.
  • Lead or assist in ad hoc projects when necessary.
  • Ensure full compliance with the regulatory requirements.
  • Always consider the reputation of the bank and the Group through positive interactions and compliance with policies and processes.

About You

  • Minimum of 10 years’ wealth management experience and sound knowledge of business development.
  • SAQ certification compulsory or to be done.
  • Bachelor’s degree ideally in Banking and Finance or a post-graduate degree such as a Master’s, CFA, CIIA or MBA would be a plus.
  • Demonstrated understanding of investments, banking and trust concepts including, but not limited to, asset allocation on structured portfolios, managed portfolios, advisory accounts, portfolio reviews as well at the concept of basic trust and investment vehicles.
  • Capacity to develop client relationships. Ability to demonstrate negotiating skills.
  • Ability to work both independently and as a team player.
  • An entrepreneurial and proactive mindset.
  • Excellent communication and presentation skills, both written and oral.
  • Proven problem-solving skills.
  • Fluent English or French compulsory; other languages would be a plus.
  • Must be resident in Switzerland or willing to relocate.

If your profile matches the requirements of the position, we invite you to send your application together with an updated CV and cover letter to the HR e-mail address: humanres@pkb.ch

Please enter in the object of your e-mail the following note: Application for the position of “Relationship Manager – Europe, LATAM or Middle Eastern Markets”

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Consulente alla clientela Mercato Svizzero

Descrizione del ruolo

Per la nostra sede di Lugano stiamo cercando una/un Consulente alla clientela da inserire a potenziamento di un team della divisione “Domestic & Corporate Banking”. La persona sarà responsabile di ogni singolo aspetto della gestione e dello sviluppo commerciale di relazioni con clientela propria e nuova clientela da acquisire, domiciliata in Svizzera con particolare attenzione alla clientela di Private Banking.

Compiti e responsabilità

  • Gestione e sviluppo di un portafoglio di clientela domestica;
  • Responsabilità della corretta gestione delle relazioni bancarie con “asset under management” anche con la collaborazione dei servizi di “Gestione Patrimoniale ed Advisory” della Banca;
  • Gestione di eventuali linee di credito Lombard o ipotecarie concesse o richieste dalla clientela;
  • Presentazione di “business review” sui portafogli della clientela che include la pianificazione e lo sviluppo della composizione dei portafogli e della loro redditività;
  • Aggiornamento continuo ed analisi dei mercati finanziari al fine di proporre e sviluppare soluzioni adeguate alla propria clientela;
  • Essere un “key-player” nella crescita del mercato di riferimento sostenendo un comportamento corretto ed etico, questo in conformità agli standard, alla reputazione della Banca ed alle normative di riferimento.

Requisiti chiave della funzione

  • Laurea in Economia, Finanza o titolo equipollente. Una formazione finanziaria complementare (es. CFA/AZEK) costituisce titolo preferenziale;
  • Minimo 10 anni di esperienza come “Relationship Manager” presso una banca svizzera, con clientela tipicamente HNWI;
  • Apporto di un portafoglio di propria clientela adeguato alla posizione ricercata;
  • Conoscenza approfondita dei prodotti e degli strumenti finanziari e creditizi;
  • Forte consapevolezza del rischio e capacità analitiche;
  • Capacità di lavorare in team;
  • Ottime capacità di comunicazione e vendita;
  • Atteggiamento imprenditoriale e commerciale;
  • Flessibilità e affidabilità con forte capacità a lavorare sotto pressione e in modo autonomo;
  • Conoscenza del pacchetto office (in particolare Word, Excel, PowerPoint). L’utilizzo di software finanziari (es. Bloomberg) costituisce un titolo preferenziale;
  • Madrelingua italiana. Sono richieste eccellenti capacità di scrittura e comunicazione in inglese e tedesco. Il francese costituisce un titolo preferenziale;
  • Residenza in Ticino o disponibilità a trasferirvisi.
  • Qualora il vostro profilo fosse in linea con i requisiti richiesti dalla posizione, siete invitate/i ad inviare la vostra candidatura corredata da un CV aggiornato e una lettera di motivazione all’indirizzo e-mail HR: humanres@pkb.ch
  • E’ importante inserire nell’oggetto dell’e-mail il titolo: Candidatura per la posizione di Consulente alla clientela Mercato Svizzero.

Qualora il vostro profilo fosse in linea con i requisiti richiesti dalla posizione, siete invitate/i ad inviare la vostra candidatura corredata da un CV aggiornato e una lettera di motivazione all’indirizzo e-mail HR: humanres@pkb.ch

E’ importante inserire nell’oggetto dell’e-mail il titolo: Candidatura per la posizione di Consulente alla clientela Mercato Svizzero.

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Head of Private Banking (ZH)

The Role

For our branch in Zurich, we are looking for a Head of Private Banking. The successful candidate will be responsible for developing clients with the team, ensuring profitable growth and contributing to the bank. He/she will be the first address for professional private banking in the region. He/she will coach and drive the team to further develop advisory quality, portfolio management, and digitalization. We expect conceptual and strategic skills, an outstanding work organization and a client-focused market orientation.

Key Responsibilities

  • Attract, manage and retain own clients
  • Develop and implement a Private Banking sales plan
  • Develop clients and a portfolio individually as well as support relationship managers in their client and asset acquisition.
  • Assist in identifying potential acquisition targets
  • Provide support for the retention of clients
  • Manage a team of several Senior Relationship Managers and Assistants across different markets
  • Ensure proactive and quality follow-up of customers
  • Provide personalized advice and offer tailor-made solutions services to your customers
  • Contribute to the development of profitability and the evolution of PKB Private Bank’s value proposition
  • Monitor competitors and market trends to identify business opportunities and incorporate gained information into the sales plan
  • Perform internal reviews to evaluate private banking activities
  • Maintain and enhance profitability and product management
  • Provide training on sales management or new products when necessary
  • Lead or assist in ad hoc projects when necessary
  • Ensure full compliance with the regulatory requirements
  • Always consider the reputation of the bank and the Group through positive interactions and compliance with policies and processes
  • Lead by example concerning ethical behavior toward all colleagues

About You

  • Degree in banking or finance
  • Professional expertise in Private Banking with previous experience as a Team Head, Market Head or Head of Private Banking
  • Ability to develop your portfolio actively
  • A very high client and deal orientation with a professional appearance
  • Ability to manage a team. Proven leadership skills with several years of experience
  • Team spirit with healthy ambition, increased motivation, self-motivation and absolute discretion
  • Good understanding of relevant products, processes, and systems of the bank
  • Well-versed with developments in financial markets and relevant products
  • Ability to work under pressure and independent, structured way of working
  • Excellent knowledge of German and English. Other languages are a plus

If your profile matches the requirements of the position, we invite you to send your application together with an updated CV and cover letter to the HR e-mail address: humanres@pkb.ch

Please enter in the object of your e-mail the following note: Application for the position of “Team Head Private Banking.”

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