Global Private Wealth Relationship Manager

Michael Page International (Switzerland) SA; Zürich; Vor Ort; CHF 180.000 - 280.000; Vollzeit

Benefits dieser Stelle

Uncapped bonus

Revenue participation

Own client franchise

International platform

Multi-market clients

Autonomy

Professional environment

Long-term growth

Zusammenfassung

Michael Page International (Switzerland) SA, in partnership with an independent, internationally focused External Asset Manager, seeks a seasoned wealth management professional to build and manage a portfolio of international private clients. You will onboard new prospects, act as the trusted advisor and primary contact, and collaborate with investment, advisory and operations teams to tailor solutions.

An entrepreneurial, client-centric environment offers high autonomy and uncapped bonus

Qualifikationen

• Several years of experience in wealth management, private banking, EAM or a similar client-facing environment.
• An existing network and/or transferable book of international private clients.
• A proven track record in client acquisition and relationship development.
• The ability and experience to independently onboard new clients.
• Strong understanding of investment products, wealth management and the needs of internationally mobile private clients.
• Excellent communication and relationship-building skills.
• High integrity and a long-term client-centric mindset.

Aufgaben

• Building, managing and continuously developing your own portfolio of international private clients
• Acquiring and onboarding new clients and converting prospects into long-term relationships
• Acting as a trusted advisor and primary point of contact for your clients
• Understanding clients' financial objectives, investment needs and individual circumstances
• Working closely with our investment, advisory and operations teams to deliver tailored solutions
• Identifying opportunities to expand and deepen existing client relationships
• Developing your own network, market presence and referral channels
• Ensuring a high level of service, responsiveness and professionalism throughout the client lifecycle
• Taking an entrepreneurial approach to developing your business within our platform

Kenntnisse

Wealth management

Client acquisition

Relationship management

English fluency

Jobbeschreibung

Michael Page International (Switzerland) SA, in partnership with an independent, internationally focused External Asset Manager, seeks a seasoned wealth management professional to build and manage a portfolio of international private clients. You will onboard new prospects, act as the trusted advisor and primary contact, and collaborate with investment, advisory and operations teams to tailor solutions.

An entrepreneurial, client-centric environment offers high autonomy and uncapped bonus