Senior Relationship Manager UHNWI Onshore – Private Bank, Zurich

Position based in Zurich

As part of a request from one of our clients, a leading banking institution, we are seeking a Relationship Manager UHNWI Onshore.

This role focuses on managing and developing an onshore private client portfolio. The bank is looking for a candidate with strong knowledge of financial markets and banking products/services, as well as a robust local network and a strong business development mindset.

• Acquire, manage, and develop a portfolio of UHNWI clients in the Swiss onshore market.
• Develop a dynamic and ambitious growth strategy (networking, attending events, prospecting, etc.).
• Identify opportunities and provide comprehensive advice on investments and financial planning.

• Banking education with a professional certification.
• A successful track record of at least 7 to 10 years in a Swiss bank managing and developing a private client portfolio (onshore).
• Local experience, a proven track record, and a strong existing network are essential for this role.
• In-depth knowledge of banking services and products (mandates, financial products, funds, credit, etc.).
• Strong client network in Switzerland.
• Entrepreneurial mindset, a “hunter” profile, capable of achieving the bank’s growth objectives.
• Excellent client relationship skills.
• Swiss residency or valid work permit (CH).

Would you like to grow in a dynamic environment and contribute to innovative projects within a leading institution? Apply now!

Note:

We do not submit candidate applications without their prior consent and without first meeting them in person at our offices.

Contact:
Jean-David Hirschy, Managing Director, , jean-david

About Roche & Hirschy Executive Search, Roche & Hirschy Executive Search is a Swiss firm based in Geneva (8 rue du Conseil-Général, 1205 Geneva), specializing in executive and talent search for banks and financial institutions.