Entrepreneurial Private Banking role for experienced RMs with client book Independent Swiss wealth platform with broad access to banks and asset managers
About Our Client Our client is a Swiss-based independent wealth advisory platform serving HNW and UHNW private clients, families and entrepreneurs across Europe and other international markets. The company combines an open-architecture approach with access to a broad network of banks, asset managers and investment providers. Relationship Managers benefit from professional infrastructure, operational support and a strong long-term shareholder in the background, while retaining a high degree of entrepreneurial freedom in how they advise and develop their clients.
Job Description
Bring, transition and further develop an existing portfolio of HNW and UHNW client relationships
Act as the primary trusted advisor for private clients, entrepreneurs and families
Grow assets and revenues through existing relationships, referrals and targeted business development
Advise clients independently across investment, banking and wealth management solutions
Select suitable banks, asset managers and investment solutions based on individual client requirements
Build long-term relationships across European and other international markets
Coordinate onboarding, investment implementation and ongoing portfolio oversight
Leverage the platform, specialist network and internal resources to deliver a high-quality client experience
The Successful Applicant
Proven track record as a Private Banker, Relationship Manager, Wealth Manager or independent advisor
Existing and transferable client book within the HNW / UHNW segment
Strong entrepreneurial mindset and desire to take ownership of client relationships and commercial results
Established network in one or several international markets, preferably within Europe
Experience from a private bank, independent asset manager, family office or comparable wealth management environment
Strong knowledge of investment advisory, discretionary mandates and broader wealth management solutions
Ability to acquire new assets and expand relationships through referrals and personal networks
High level of professionalism, discretion and credibility with sophisticated private clients
Fluent English; additional European languages are highly valuable
What's on Offer
Entrepreneurial employment model with strong participation in your own commercial success
Opportunity to build your own client franchise within an established Swiss wealth platform
Independence from proprietary products and individual banking partners
Access to a broad universe of banks, asset managers and investment solutions
Professional infrastructure for onboarding, administration, reporting and manager selection
High flexibility regarding client markets and business development approach
Opportunity to cover Switzerland, DACH and wider European client markets
Lean organisation with direct access to decision-makers and specialist expertise
Strong financial backing combined with an entrepreneurial operating model
Long-term opportunity to scale your book and develop your position within the platform
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Relationship Manager - Private Wealth (m/f/d) Arbeitgeber: Michael Page International (Switzerland) SA
Michael Page International (Schweiz) SA bietet Ihnen die Möglichkeit, in einem dynamischen und unterstützenden Umfeld zu arbeiten, das auf langfristige Beziehungen und individuelle Kundenbetreuung setzt. Unsere Unternehmenskultur fördert Teamarbeit und persönliche Entwicklung, während wir Ihnen attraktive Vorteile und Weiterbildungsmöglichkeiten bieten, um Ihre Karriere im Private Banking voranzutreiben. Arbeiten Sie in der pulsierenden Region Zürich, wo Sie nicht nur Ihre Fähigkeiten entfalten, sondern auch Teil eines engagierten Teams werden können.
Kontaktdaten:
Michael Page International (Switzerland) SA Recruiting-Team
