Relationship Manager

We are conducting a confidential search on behalf of an international, multidisciplinary wealth management firm. Backed by a prominent banking group with over 50 years of private banking expertise, our client operates as an independent unit with entities in Switzerland and the USA. Placing clients’ interests at the absolute core of its approach, the firm delivers unbiased advice and comprehensive wealth solutions under the strict supervision of FINMA.

This role offers a unique opportunity to work within an institution deeply committed to confidentiality, regulatory excellence, and long-term value creation for its clientele.

Permanent contract

Under 180kCH

Onsite, Urgent

• Act as the primary contact for clients across Switzerland, building and maintaining long-term relationships rooted in trust and discretion.
• Conduct client meetings and maintain meticulous, ongoing relationship follow-up.
• Assess financial situations and collaborate internally to structure suitable, bespoke wealth strategies.
• Support seamless client onboarding processes and ensure accurate documentation and record maintenance.
• Monitor market developments and regulatory shifts to provide clients with relevant, timely insights.
• Identify business development opportunities across Switzerland and actively expand the client network.
• Ensure full, rigorous adherence to FINMA regulations and internal compliance standards.
• Coordinate with internal specialists to deliver holistic support across all aspects of wealth management.

Education: No specific educational background is mandated; practical experience and exceptional interpersonal skills are valued equally.

Experience: A proven track record in client relationship management, preferably within the financial services or investment sector.

Languages: Strong communication skills in English are required; proficiency in German, Spanish, or other languages is a strong plus.

Profile: A proactive, highly driven professional with a genuine passion for premium client service and financial markets.