Entrepreneurial Private Wealth RM — Build Your Franchise

Michael Page (Switzerland); Lavamünd; On-site; EUR 120,000 - 180,000; Full time

Benefits offered by this job

Entrepreneurial model

Own client franchise

Independence from proprietary products

Access to broad network

Onboarding & reporting infrastructure

Flexibility in markets

Job summary

Michael Page International (Switzerland) SA is sourcing an entrepreneurial Private Banking professional to bring and grow an existing HNW/UHNW client portfolio across European markets. You will act as the primary trusted advisor for private clients and families, advising on investments, banking and wealth management solutions with access to a broad network of banks and asset managers.

You will leverage the platform, onboard clients, and coordinate investment implementation while pursuing growth

Qualifications

• Proven track record as Private Banker, Relationship Manager, Wealth Manager or independent advisor.
• Existing and transferable client book within the HNW/UHNW segment.
• Strong entrepreneurial mindset and ability to own client relationships and drive commercial results.

Responsibilities

• 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 referrals and targeted business development.
• Advise clients across investment, banking and wealth management solutions.
• Select suitable banks, asset managers and investment solutions based on client requirements.
• Build long-term relationships across European and other international markets.
• Coordinate onboarding, investment implementation and ongoing portfolio oversight.
• Leverage the platform and internal resources to deliver a high-quality client experience.

Skills

Private Banking

Relationship Management

Wealth Management

Job description

Michael Page International (Switzerland) SA is sourcing an entrepreneurial Private Banking professional to bring and grow an existing HNW/UHNW client portfolio across European markets. You will act as the primary trusted advisor for private clients and families, advising on investments, banking and wealth management solutions with access to a broad network of banks and asset managers.

You will leverage the platform, onboard clients, and coordinate investment implementation while pursuing growth