Geneva HNW Wealth Relationship Manager

SAM International

Genf

On-site

CHF 150,000 - 230,000

Full time

14 days+

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Benefits offered by this job

Market-leading compensation

International environment

Job summary

SAM International in Geneva is seeking an experienced Relationship Manager to join our Wealth Management team. You will develop and manage a portfolio of HNW/UHNW clients, delivering tailored wealth guidance and advisory solutions while contributing to growth through new client acquisition.

The role requires deep knowledge of investment products, Swiss regulatory awareness (FINMA/KYC), and an entrepreneurial mindset.

Qualifications

Minimum 7 years as Relationship Manager or similar client-facing role in private banking or wealth management.
Proven track record of acquiring and managing HNW/UHNW client relationships and growing assets.
Strong knowledge of investment products, wealth structuring, and financial markets.
Solid understanding of Swiss regulatory requirements (FINMA, AML/KYC) a plus.
University degree in finance, economics, business or related field; CWMA/CFA a plus.
Fluency in English; additional languages a plus.

Responsibilities

Develop, manage, and grow a portfolio of HNW/UHNW private clients as their primary contact.
Acquire new clients and assets under management through personal networks and referrals.
Design and propose tailored investment strategies in coordination with advisory and asset management teams.
Conduct regular portfolio reviews aligned with risk profiles and objectives.
Ensure compliance with FINMA, KYC/AML, and cross-border regulations throughout the lifecycle.
Maintain accurate CRM records and collaborate with investment, credit, legal/compliance, and operations.