Senior Relationship Manager — Private Wealth (International Families), Founding Team
Zurich · Full-time · Founding role, conditional start · Closing date 30 November 2026
Yestella Academy, our free financial-education programme, is live. Yestella is also building a wealth-management service, which will be provided through licensed partners. Regulated services will be provided through an authorised partner firm, and no one in this role gives regulated advice until that firm has certified or registered them.
The role
- Look after a small number of internationally mobile families, from the first conversation through onboarding and regular reviews.
- Explain allocation, risk, liquidity and cost in plain language. You are measured on understanding, suitability and conduct, not product sales.
- Any advice you give is given under the licensed partner firm's arrangements and follows its advice process.
- Work with investment and compliance colleagues, and with the partner firm.
- Help shape the client journey, the review process and the Yestella Academy.
- Build relationships in your market with relocation lawyers, tax advisers, schools and banks.
What you bring
- Demonstrable client-facing experience in private banking, wealth management or a family office, ideally with internationally mobile clients.
- Experience advising under FinSA. Entry in a Swiss adviser register will be arranged through the employing entity or partner where required. SAQ CWMA or equivalent an advantage. We support study and exam costs.
- Professional fluency in English. German an advantage; required for Swiss-domestic clients. French or Italian welcome.
- Sound judgement on suitability, conflicts and conduct, and a clean regulatory record.
- Right to work in Switzerland (Swiss/EU/EFTA or an existing permit); we cannot sponsor permits at this stage.
Pay
CHF 140,000–180,000 base. Plus a discretionary bonus tied to client outcomes (such as understanding, suitability and service) and to conduct, not to product sales or investment returns. Founding-team terms are discussed at interview.
Equal opportunity
We welcome applications from people of every background, age, gender, ethnicity, religion or belief, sexual orientation and disability, and from people returning to work after a break. Tell us about any adjustment you need at any stage. We assess candidates against the requirements of the role and nothing else.
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