Team Head Private Banking Entrepreneurs & Executives (E&E) (w/m/d)

Luzerner Kantonalbank (LUKB) is today an integrated universal bank that successfully covers private client business, Private Banking, as well as corporate and commercial client business. It combines the accessibility of a cantonal bank with the range of services and competence of a large bank. As one of the largest Swiss cantonal banks, it has competence centers that already serve the specific needs of companies, entrepreneurs, and professional real estate investors across cantonal borders.

The Private Banking Entrepreneurs & Executives (E&E) market division accompanies entrepreneurs and their families as well as top executives (members of the executive board and boards of directors) in the design, structuring, and long-term management of their total assets. In doing so, E&E works closely with the corporate client business and bundles the extensive competencies that LUKB has built up internally in recent years. These include, in addition to wealth planning (financial planning for entrepreneurs, tax planning, marriage & inheritance advice, succession management), also the real estate competence center, asset management, and capital markets business.

For the further expansion and further development of the Private Banking Entrepreneurs & Executives (E&E) market division, we are looking for a strong leadership personality with an entrepreneurial mindset.

Team Head Private Banking Entrepreneurs & Executives (E&E) (w/m/d)

Your job at a glance

What you achieve with us

• Leadership, development, and coaching of a team of Relationship Managers
• Responsibility for the holistic support and further development of demanding client relationships (acquisition and maintenance)
• Own client management
• Development and implementation of individual and holistic wealth strategies
• Targeted involvement and coordination of subject matter experts in cross-divisional solution teams
• Identification and targeted management of acquisition and growth potential (systematic market cultivation)
• Responsibility for advisory quality, customer orientation, and compliance with regulatory requirements
• Promotion of a performance-oriented, customer-focused team culture
• Representation of the division and the bank towards clients, stakeholders, and at events
• Participation in important initiatives for the further development of the division and LUKB

What you bring with you

• Several years of experience as a Relationship Manager in Private Banking (E&E; HNWI / UHNWI) or corporate client business
• Advisory experience with entrepreneurs, entrepreneurial families, and executives
• Banking training with higher continuing education and a university degree (Msc or MAS) in Corporate Finance, tax law, auditing, law, or comparable
• Several years of leadership and management experience
• Sound specialist knowledge in investment and credit business as well as in the structuring of complex assets
• Proven track record in the acquisition and development of client relationships
• Understanding of client needs, especially of entrepreneurs and executives
• Conceptual and strategic working and acting
• Passion and willingness to perform for this task
• Strong orientation toward implementation combined with negotiation skills
• Convincing personality with a confident and professional appearance
• Strong networking and communication skills
• Regional anchoring in Central Switzerland
• Very good German and English skills; other languages an advantage

Your advantages with us

More time for you

With us, cantonal and regional holidays are paid. Additionally, sabbaticals and extra vacation days for years of service await you.

Flexible working

Choose an individual working model and manage your own working hours.

Family-friendly

Benefit from generous maternity or paternity leave as well as additional family allowances.

Strong pension

With our company's own pension fund, you are on the safe side.

Individual development

We support you in your internal and external training and further education, so that you stay on the ball.

Exclusive advantages

Staff conditions on LUKB products and many external discounts protect your wallet.

Rahel Schärli

HR Business Partner

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