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

Michael Page International (Switzerland) SA; Lavamünd; Vor Ort; EUR 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Entrepreneurial model

Own client franchise

Independence from proprietary products

Access to broad network

Onboarding & reporting infrastructure

Flexibility in markets

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Private Banking

Relationship Management

Wealth Management

Jobbeschreibung

• 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