Relationship Manager - International UHNWI in Zürich

About Our Client

An independent asset management firm based in Zurich, specialising in tailored wealth management solutions for international ultra-high-net-worth individuals (UHNWIs), entrepreneurs, and family offices.

• Uncaped Bonus
• International UHNWI/HNWI

About Our Client

An independent asset management firm based in Zurich, specialising in tailored wealth management solutions for international ultra-high-net-worth individuals (UHNWIs), entrepreneurs, and family offices.

Job Description

• Client Acquisition and Business Development: Proactively acquire international UHNWI clients, entrepreneurs, business-owning families, and family offices, leveraging an established professional network and referral channels.
• Relationship Management: Build, maintain, and develop long-term relationships with sophisticated international private clients, ensuring a consistently high level of personalised service.
• Wealth Management Solutions: Identify client needs and coordinate tailored investment and wealth management solutions in collaboration with selected custodian banks, investment specialists, and external experts.
• International Network Development: Establish and strengthen relationships with entrepreneurs, family offices, lawyers, tax advisors, and other professional intermediaries to generate new business opportunities.
• Custodian Bank Coordination: Work closely with Swiss and international custodian banks to deliver efficient, high-quality services and client-specific solutions.
• Portfolio Growth and Cross-Selling: Identify opportunities to expand existing client relationships, attract additional assets under management (AuM), and develop long-term business potential.
• Compliance and Risk Management: Ensure compliance with applicable regulatory requirements, internal policies, and Know Your Customer (KYC) and Anti-Money Laundering (AML) standards.

The Successful Applicant

• Several years of experience in international private banking, wealth management, or within an independent asset management firm (EAM).
• A proven track record in acquiring and managing UHNWI clients, ideally supported by an established and transferable international client network.
• Experience serving international clients with complex wealth structures and sophisticated financial needs.
• Strong knowledge of financial markets, investment products, and wealth management solutions, combined with a solid understanding of the Swiss financial services industry.
• An entrepreneurial mindset, strong commercial acumen, and the ability to independently develop and grow a client portfolio.
• Excellent interpersonal and communication skills, with the credibility and discretion required to engage with high-net-worth clients and senior decision-makers.
• Fluency in English; German and additional languages are an advantage.
• Based in Switzerland or willing to relocate to Zurich.

What's on Offer

• An entrepreneurial role with a high degree of autonomy, responsibility, and influence over business development.
• The opportunity to build and expand an international UHNWI client portfolio within an independent wealth management environment.
• A professional, discreet, and dynamic working environment in one of Europe's leading wealth management centres.
• Access to an established network of custodian banks and specialised financial service providers.
• Short decision-making processes, flat hierarchies, and a long-term business philosophy.
• An attractive, performance-oriented compensation package comprising fixed and variable components.

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