Independent Private Wealth Relationship Manager

Tiger Recruitment Ltd.; Zürich; On-site; CHF 180,000 - 320,000; Full time

Job summary

A Swiss Wealth Manager, partnering with a Tier 1 Swiss Bank, seeks an experienced Relationship Manager to join its Switzerland team. You will manage and grow a portfolio of high-net-worth clients, actively acquiring new business and delivering tailored wealth management solutions across structuring, lending, and investments.

With an entrepreneurial mindset, you will leverage your network to develop the business and strive toward Partner level within a growing EAM environment.

Qualifications

• Proven ability to acquire and develop relationships with high-net-worth clients.
• Fluent in English; additional languages advantageous.
• Strong network in Swiss private banking and financial services.

Responsibilities

• Maintain and grow an existing portfolio of high-net-worth clients with a personalised service.
• Acquire new clients through your established personal network and referrals.
• Advise clients on wealth management, structuring, lending, assets and investment advisory.
• Develop and implement tailored wealth management solutions with internal and external teams.
• Identify opportunities to expand client relationships and introduce more investment solutions.
• Act as primary contact, delivering a high-quality relationship-driven service.

Skills

Relationship management

Networking

Business development

English fluency

Job description

A Swiss Wealth Manager, partnering with a Tier 1 Swiss Bank, seeks an experienced Relationship Manager to join its Switzerland team. You will manage and grow a portfolio of high-net-worth clients, actively acquiring new business and delivering tailored wealth management solutions across structuring, lending, and investments.

With an entrepreneurial mindset, you will leverage your network to develop the business and strive toward Partner level within a growing EAM environment.