Relationship Manager - Private Wealth (m/f/d)
About the company
- Entrepreneurial Private Banking role for experienced RMs with client book
- Independent Swiss wealth platform with broad access to banks and asset managers
Our client is a Swiss-based independent wealth advisory platform serving HNW and UHNW private clients, families and entrepreneurs across Europe and other international markets.
The company combines an open-architecture approach with access to a broad network of banks, asset managers and investment providers. Relationship Managers benefit from professional infrastructure, operational support and a strong long-term shareholder in the background, while retaining a high degree of entrepreneurial freedom in how they advise and develop their clients.
Your tasks
- Bring, transition and further develop an existing portfolio of HNW and UHNW client relationships
- Act as the primary trusted advisor for private clients, entrepreneurs and families
- Grow assets and revenues through existing relationships, referrals and targeted business development
- Advise clients independently across investment, banking and wealth management solutions
- Select suitable banks, asset managers and investment solutions based on individual client requirements
- Build long-term relationships across European and other international markets
- Coordinate onboarding, investment implementation and ongoing portfolio oversight
- Leverage the platform, specialist network and internal resources to deliver a high-quality client experience
Requirements
- Proven track record as a Private Banker, Relationship Manager, Wealth Manager or independent advisor
- Existing and transferable client book within the HNW / UHNW segment
- Strong entrepreneurial mindset and desire to take ownership of client relationships and commercial results
- Established network in one or several international markets, preferably within Europe
- Experience from a private bank, independent asset manager, family office or comparable wealth management environment
- Strong knowledge of investment advisory, discretionary mandates and broader wealth management solutions
- Ability to acquire new assets and expand relationships through referrals and personal networks
- High level of professionalism, discretion and credibility with sophisticated private clients
- Fluent English; additional European languages are highly valuable
What we offer
- Entrepreneurial employment model with strong participation in your own commercial success
- Opportunity to build your own client franchise within an established Swiss wealth platform
- Independence from proprietary products and individual banking partners
- Access to a broad universe of banks, asset managers and investment solutions
- Professional infrastructure for onboarding, administration, reporting and manager selection
- High flexibility regarding client markets and business development approach
- Opportunity to cover Switzerland, DACH and wider European client markets
- Lean organisation with direct access to decision-makers and specialist expertise
- Strong financial backing combined with an entrepreneurial operating model
- Long-term opportunity to scale your book and develop your position within the platform
Other
Quote job ref · JN-032026-6965936 · Job Function · Banking & Financial Services · Specialisation · Private Banker / RM / Wealth Manager · Industry · Financial Services · Where · Switzerland · Contract Type · Permanent · Job Reference JN-032026-6965936