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Senior Private Banker/External Asset Manager
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-02-14
Listing for:
HRTP
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager -
Management
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
Location: Zürich
A well-established and FINIA-regulated Swiss wealth management firm is expanding its presence in Zurich and is seeking an experienced Senior Private Banker / External Asset Manager with a strong entrepreneurial mindset. The firm operates as an independent portfolio manager, offering a robust regulatory and operational platform while working with leading third-party custodian banks. This opportunity is suited to a professional wishing to further develop their business within a stable and compliant Swiss structure, while maintaining a high degree of autonomy.
YourResponsibilities
- Manage and further develop a portfolio of HNW and UHNW clients
- Provide discretionary and/or advisory wealth management services
- Develop new client relationships in Switzerland and selected international markets
- Ensure adherence to Swiss regulatory standards (FINIA / FINSA framework)
- Contribute to the strategic development of the Zurich presence
- Proven track record as a Senior Private Banker, Relationship Manager or External Asset Manager
- Portable client base with transferable assets under management
- Strong client relationships built on trust and a long-term advisory approach
- Solid understanding of the Swiss regulatory environment
- Entrepreneurial mindset with strong business development capabilities
- Fluent in English;
German is a strong advantage
- Regulated Swiss wealth management platform
- Access to reputable third-party custodian banks
- Full compliance, risk and back-office support
- Flexible and entrepreneurial working environment
- Attractive revenue-sharing model aligned with assets under management
All applications will be treated with strict confidentiality.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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