Private Banker | Independent Wealth Management Platform

OLM Consultants; Schweiz; In loco; EUR 80.000 - 140.000; Tempo pieno

Descrizione del lavoro

OLM Consultants is seeking an experienced Relationship Manager to serve high‑net-worth and ultra‑high‑net-worth clients in an open architecture platform. You will advise on wealth management, preserve and grow portfolios, and coordinate multi‑custodian solutions through a trusted network of partners.

You will leverage an existing book, build lasting client relationships, and work with investment specialists to deliver bespoke strategies while maintaining the highest compliance standards.

Competenze

• Existing transferable client portfolio required (mandatory).
• Experience within private banking, independent wealth management or external asset management.

Mansioni

• Transfer and manage your existing portfolio of clients.
• Build long‑term trusted relationships with HNW and UHNW clients.
• Develop newAssets Under Management through referrals and your professional network.
• Deliver tailored investment advisory and wealth management solutions.
• Coordinate discretionary portfolio management strategies.
• Consolidate client assets held with multiple custodian banks.
• Coordinate wealth planning, tax and insurance solutions with specialist partners.
• Work closely with investment, compliance and operations teams.
• Ensure the highest standards of confidentiality and regulatory compliance.

Conoscenze

private banking

capital

wealth management

investment

hnw

ultra high networth

capital management

wealth

Descrizione del lavoro

We are recruiting for an established independent wealth management firm offering a truly open‑architecture model. This opportunity is designed for entrepreneurial professionals who want greater flexibility, complete independence in client advice, and access to best‑in‑class investment solutions without the limitations of traditional private banking. If you already manage a portfolio of private clients and are looking for a platform that puts client interests first, this could be the next step in your career.

Your Role

You will transfer and continue developing your existing client portfolio while acting as the trusted advisor for High‑Net‑Worth and Ultra‑High‑Net‑Worth individuals, entrepreneurs and family offices. Working alongside experienced investment specialists and wealth experts, you will help clients preserve, structure and grow their wealth through fully independent advice.

Key Responsibilities

• Transfer and manage your existing portfolio of clients.
• Build long‑term trusted relationships with HNW and UHNW clients.
• Develop new Assets Under Management through referrals and your professional network.
• Deliver tailored investment advisory and wealth management solutions.
• Coordinate discretionary portfolio management strategies.
• Consolidate client assets held with multiple custodian banks.
• Coordinate wealth planning, tax and insurance solutions through specialist partners.
• Work closely with investment, compliance and operations teams.
• Ensure the highest standards of confidentiality and regulatory compliance.

What Makes This Opportunity Different?

Unlike traditional private banks, this platform allows you to focus entirely on your clients rather than proprietary products.

You Will Benefit From

• Independent wealth management platform.
• Open architecture investment model.
• Multi‑custodian approach offering greater flexibility and risk diversification.
• Access to best‑in‑class investment managers and financial solutions.
• Dedicated investment, compliance and operational support.
• Entrepreneurial culture with significant autonomy.
• Strong long‑term growth strategy and international client base.

Your Profile

• Several years of experience in private banking or wealth management.
• Existing transferable portfolio of HNW/UHNW clients (mandatory).
• Strong relationship management and business development skills.
• Deep understanding of wealth management, investments and capital markets.
• Entrepreneurial mindset with a long‑term client focus.
• Fluent English.
• Additional languages such as German, French, Spanish or Italian are an advantage.

Mandatory Requirements

• Existing transferable client portfolio.
• Candidates without an active book of clients cannot be considered.
• No Russian‑related client portfolios.
• Experience within private banking, independent wealth management or external asset management.
• EU/EFTA passport if a Swiss work permit is required.

Why Apply?

• Attractive earning potential directly linked to your Assets Under Management.
• Freedom to deliver independent advice in your clients' best interests.
• Access to institutional investment expertise and operational support.
• International environment with long‑term career opportunities.
• A platform built for experienced Relationship Managers who want to grow their business while maintaining complete client focus.

Required Skills

• private banking
• capital
• wealth management
• investment
• hnw
• ultra high networth
• capital management
• wealth