AP Executive, head‑quartered in Switzerland, with several global offices, is a leading specialist executive search agency with more than 3 decades of industry experience. Our clients, amongst other sectors, are blue chip international banks, wealth management companies, private offices, legal/professional services firms, fintechs as well as related sectors.
Our valued client, a large international bank, has exclusively mandated us to hire a seasoned senior relationship manager (SRM) currently managing the assets of UHNW entrepreneurs and private individuals, and who is seeking a more business driven platform in order to smoothly and actively attract at least CHF50 Million in year 1, preferably CHF100 Million.
The successful individual will have been looking after Assets under Management (AUM) of at least CHF 500 Million to 1 Billion in the current large institution for at least 7 years to have a realistic success chance in the new environment and create win‑win situations for the clients, the SRM and the new platform.
Our client has offices in Switzerland, the Middle East, United Kingdom, the EU and APAC regions.
The role is a highly entrepreneurial front‑office position firstly focused on business development, subsequently looking at farming the acquired AUM within a new team.
Core responsibilities
Client acquisition: Proactively prospect and acquire HNW and UHNW individuals and entrepreneurs.
Asset gathering: Assume full ownership of generating sustainable Net New Assets (NNA) and expanding AUM.
Holistic advisory: Serve as a trusted advisor, working alongside internal specialists (investment, wealth structuring, tax and succession experts) to provide bespoke wealth solutions.
Compliance & KYC: Enforce strict adherence to AML/KYC regulations, FINMA/cross-border compliance standards, and internal risk policies.
Portfolio stewardship: Conduct ongoing portfolio reviews and monitor financial markets to ensure investment allocations match client risk profiles and time horizons.
Key requirements
A verifiable, transferable book of client assets.
7+ years of proven track record with one employer in private banking, wealth management or an independent asset management environment.
A strong business developer/hunter mindset, commercial drive, and excellent negotiation and networking abilities.
Deep understanding of asset allocation, macroeconomic trends, and multi-generational wealth transfer.
Deep knowledge of local and international private banking standards and cross-border regulatory frameworks.
Degree in business, economics, finance, banking, real estate, law, marketing or other related disciplines. A master’s or an advanced degree is an additional advantage.
What you can expect
Strong platform with all relevant products and service lines
Comprehensive compliance/KYC capabilities and procedures
Competitive fixed salary
Excellent bonus structure
For further information and a discreet discussion please contact directly Pete Becker, Head of Zurich at pete.becker@ap-executive.com with your CV, profile and motivation letter.
#J-18808-Ljbffr
Our valued client, a large international bank, has exclusively mandated us to hire a seasoned senior relationship manager (SRM) currently managing the assets of UHNW entrepreneurs and private individuals, and who is seeking a more business driven platform in order to smoothly and actively attract at least CHF50 Million in year 1, preferably CHF100 Million.
The successful individual will have been looking after Assets under Management (AUM) of at least CHF 500 Million to 1 Billion in the current large institution for at least 7 years to have a realistic success chance in the new environment and create win‑win situations for the clients, the SRM and the new platform.
Our client has offices in Switzerland, the Middle East, United Kingdom, the EU and APAC regions.
The role is a highly entrepreneurial front‑office position firstly focused on business development, subsequently looking at farming the acquired AUM within a new team.
Core responsibilities
Client acquisition: Proactively prospect and acquire HNW and UHNW individuals and entrepreneurs.
Asset gathering: Assume full ownership of generating sustainable Net New Assets (NNA) and expanding AUM.
Holistic advisory: Serve as a trusted advisor, working alongside internal specialists (investment, wealth structuring, tax and succession experts) to provide bespoke wealth solutions.
Compliance & KYC: Enforce strict adherence to AML/KYC regulations, FINMA/cross-border compliance standards, and internal risk policies.
Portfolio stewardship: Conduct ongoing portfolio reviews and monitor financial markets to ensure investment allocations match client risk profiles and time horizons.
Key requirements
A verifiable, transferable book of client assets.
7+ years of proven track record with one employer in private banking, wealth management or an independent asset management environment.
A strong business developer/hunter mindset, commercial drive, and excellent negotiation and networking abilities.
Deep understanding of asset allocation, macroeconomic trends, and multi-generational wealth transfer.
Deep knowledge of local and international private banking standards and cross-border regulatory frameworks.
Degree in business, economics, finance, banking, real estate, law, marketing or other related disciplines. A master’s or an advanced degree is an additional advantage.
What you can expect
Strong platform with all relevant products and service lines
Comprehensive compliance/KYC capabilities and procedures
Competitive fixed salary
Excellent bonus structure
For further information and a discreet discussion please contact directly Pete Becker, Head of Zurich at pete.becker@ap-executive.com with your CV, profile and motivation letter.
#J-18808-Ljbffr
Senior Relationship Manager, Top Bank - Zurich, Switzerland Arbeitgeber: AP Executive
Als führende internationale Bank mit Sitz in Zürich bietet unser Kunde nicht nur ein dynamisches und unternehmerisches Arbeitsumfeld, sondern auch hervorragende Möglichkeiten zur beruflichen Weiterentwicklung. Die Unternehmenskultur fördert Innovation und Zusammenarbeit, während die Mitarbeiter von einem attraktiven Vergütungspaket und flexiblen Arbeitsmodellen profitieren. Hier haben Sie die Chance, in einem globalen Netzwerk zu arbeiten und Ihre Karriere auf das nächste Level zu heben.
