Independent Wealth Advisor for HNW & UHNW Portfolios

OLM Consultants; Schweiz; Sur place; EUR 80 000 - 140 000; Plein temps

Résumé du poste

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.

Qualifications

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

Responsabilités

• 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.

Connaissances

private banking

capital

wealth management

investment

hnw

ultra high networth

capital management

wealth

Description du poste

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.