Team Head Private Banking HNWI

Team Head Private Banking HNWI (w/m/d) Our Private Banking stands for personal, individual, and sustainable consulting at the highest level. With proximity, reliability, and high professional competence, we accompany our customers in all financial matters, from asset structuring and investment advice to complex financing solutions. Long-term relationships, mutual trust, and a comprehensive understanding of the needs of our customers form the basis of our success. For this key role, we are looking for an entrepreneurially thinking and leadership-strong personality with pronounced market and sales competence, who actively helps shape the further development of our HNWI area. Together with your team, you will develop our offer for demanding customers in a targeted manner, set new impulses in the market, and sustainably strengthen our position in Central Switzerland. Team Head Private Banking HNWI (w/m/d) Your job at a glance What you achieve with us Technical and personal leadership as well as targeted further development of a Private Banking team with a focus on HNWI Active co-shaping and strategic expansion of the HNWI area in Luzern, taking into account market potentials and growth initiatives Development and implementation of sustainable sales and acquisition strategies to further strengthen the market position in Central Switzerland Promotion of a performance-oriented, customer-focused, and entrepreneurial team culture as well as coaching and development of employees Ensuring high consulting and service quality in the team Comprehensive consulting and support for very wealthy private customers in the areas of asset structuring, asset investment, and financing Recognizing complex customer needs across generations and developing individual solutions in close cooperation with internal specialists Further development and expansion of an existing customer portfolio Active acquisition of new customers by utilizing your personal network with a focus on Central Switzerland Representation of the bank in regional networks as well as at customer, market, and industry events Close cooperation with internal stakeholders to further develop the service offering and position the area within the bank Participation in strategic initiatives and projects for the sustainable further development of LUKB's Private Banking What you bring Several years of successful experience in the care of wealthy private customers in Private Banking (HNWI) Completed studies (university, university of applied sciences, or HF) with bank or finance-specific further education, ideally supplemented by a master's degree, MAS, or comparable qualification Proven leadership and management experience in Private Banking or in a comparable demanding consulting environment Proven track record in the acquisition and development of customer relationships In-depth knowledge of financial markets as well as in the structuring and further development of complex assets Experience in comprehensive consulting for demanding customers in cooperation with internal specialists, specialists, and deal teams Distinct entrepreneurial mindset as well as high initiative connected with strong implementation and negotiating competence Convincing appearance, high customer orientation, as well as pronounced networking and communication competence Very good regional anchoring in Central Switzerland, ideally with an established network in the target segment Good English skills Your benefits with us More time for you With us, cantonal and regional holidays are paid. Additionally, you can expect sabbaticals and extra vacation days for your anniversary. Flexible working Choose an individual work model and schedule your working time yourself. Family-friendly Benefit from a generous maternity or paternity leave as well as additional family allowances. Strong pension provision With our company pension fund, you are on the safe side. Individual development We support you in your internal and external training and further education, so you stay up to date. Exclusive benefits Employee conditions for LUKB products and many external discounts save your wallet. Rahel HR Business Partner jpidd5a72ddjm jit0727jm jiy26jm