Senior Relationship Manager – Private Wealth

Job Description

Contract & location:
Permanent (CDI equivalent) – Executive / Senior Professional grade

Switzerland (client travel depending on coverage)

No people management (senior individual contributor role)

The organisation

The firm is committed to confidentiality, regulatory excellence and long-term value creation, under FINMA supervision

As a Relationship Manager, you are the primary point of contact for a Swiss-based private client base. You build long-standing relationships grounded in trust and discretion, and you coordinate tailored wealth solutions through a multidisciplinary, open-architecture approach aimed at selecting best-in-class providers and outcomes

• Demonstrated track record in client relationship management, ideally in private banking / wealth management / investment
• Ownership of a client book to onboard and expand.
• No client portfolios with any Russian nexus (strict compliance requirement).

• Lead client meetings and ensure ongoing, high-touch relationship coverage.
• Assess client situations and objectives (risk profile, time horizon, constraints) and orchestrate suitable wealth strategies with internal specialists and trusted partners.
• Support and drive client onboarding: KYC/AML documentation, record maintenance, and audit-ready traceability.
• Monitor market and regulatory developments and provide relevant insights within the agreed advisory framework.
• Identify and execute business development opportunities across Switzerland to expand the client network.
• Ensure full adherence to FINMA requirements and internal compliance/confidentiality standards.
• Coordinate internal experts to deliver holistic coverage across the full wealth management spectrum.

• Asset audit & asset consolidation (multi-bank overview)
• Wealth planning
• Tax management & insurance solutions via trusted partners
• Distribution of dedicated investment solutions
• Fund / product structuring through third-party partners
• Investment advisory & portfolio management

An independent platform designed to mitigate single-custodian risk, reduce complexity of multiple banking relationships, protect confidentiality, and deliver a consolidated view of the client's financial position—while enabling execution and benchmarking versus custodian bank offerings

Education:

open (experience and interpersonal strength are valued equally)

Strong English communication skills;
French, German, Spanish or other languages are a plus

Proactive, client-centric, highly discreet, and confident operating in a tightly regulated environment

Strong interest in financial markets; ability to mobilise experts in a non-hierarchical setting

Onboarding plan tailored to the candidate's background and the banking/custody model they come from

Attractive compensation package based on a sharing of the revenues generated by the RM's portfolio