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Open nowPosted 10 days ago

Relationship Manager - Private Wealth (m/f/d)

job-room.ch86,007 open roles

Where
Switzerland
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Your applicationOpen nowRelationship Manager - Private Wealth (m/f/d)job-room.ch · Switzerland

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  5. 34.1%30 days
This job: posted 10 days ago

The posting

  • Entrepreneurial Private Banking role for experienced RMs with client book
  • Independent Swiss wealth platform with broad access to banks and asset managers

About Our Client ##

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.

Job Description ##

  • 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

The Successful Applicant ##

  • 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's on 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

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

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