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Relationship Manager - Private Wealth (m/f/d)

Michael Page · Switzerland, Switzerland

EN
- 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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