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
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.
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.”
The information contained in this website is intended for information purposes only and is intended for persons resident in Switzerland in compliance with the regulations in force in Switzerland. By confirming this disclaimer, the user declares to understand and accept the following conditions:
Access to this website and the available material may not be authorized to natural or legal persons located in a jurisdiction or country where soliciting, disseminating or simply publishing it would be contrary to local laws and regulations and where obtaining the necessary licenses or authorizations from PKB Private Bank SA or a company of its group is required. In particular, the information contained in certain sections or pages referring to products and services of PKB Private Bank SA is exclusively addressed to persons resident and/or domiciled in Switzerland. We also invite you to consult the legal and privacy notices.
Furthermore, none of the contents of the website constitutes neither an advertisement or recommendation nor an offer to buy or sell investment instruments. The products and services mentioned on this website are not suitable for all investors and categories of customers, and references are for informational purposes only.
