Relationship Manager

Michael Page International (Switzerland) SA; Genf; Vor Ort; CHF 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Competitive compensation structure

Direct impact on business growth

Access to high-quality investment solutions

Opportunity for long-term career growth

Zusammenfassung

A leading investment firm in Switzerland seeks a Relationship Manager to develop and manage a portfolio of HNW/UHNW clients. The role involves business origination through networking and delivering tailored investment solutions. Candidates should have proven experience in asset management, strong financial product knowledge, and be fluent in English and French. The position offers a competitive compensation package and direct impact on business growth.

Qualifikationen

• Proven experience in relationship management or sales in asset management.
• Strong understanding of financial products in private markets.
• Ability to generate revenue and acquire clients.

Aufgaben

• Develop and grow a portfolio of HNW/UHNW clients.
• Drive new business through networking and prospecting.
• Manage existing client relationships with an advisory approach.
• Identify needs and deliver tailored investment solutions.
• Lead client meetings and investment discussions.
• Collaborate with investment and structuring teams.
• Monitor market developments for actionable conversations.
• Maintain high standards of client servicing and compliance.

Kenntnisse

Client relationship management

Business origination

Investment solutions delivery

Financial products knowledge

Interpersonal and communication skills

Fluency in English and French

Jobbeschreibung

• Dynamic & result-oriented company
• High incentive on performance

About Our Client

Our client is an independent investment platform focused on delivering differentiated solutions across public and private markets. With an entrepreneurial culture and a strong emphasis on performance, the firm partners with a demanding client base including HNWI/UHNWI, family offices and institutional investors.

The business is positioned to capture structural growth in private markets and bespoke portfolio construction, offering access to high-quality strategies typically reserved for top-tier allocators. The team operates with a lean, high-impact model, allowing for faster decision-making, strong internal visibility and direct exposure to senior stakeholders.

This is an environment for commercially driven individuals who want to operate closer to the product, the client and the investment decision-making process, rather than in a purely support-driven structure.

Job Description

• Develop and grow a portfolio of HNW/UHNW clients, family offices and institutional investors
• Drive new business origination through proactive prospecting and network development
• Manage and deepen existing client relationships with a long-term, advisory approach
• Identify client needs and deliver tailored investment solutions across liquid and alternative asset classes
• Lead client meetings, investment discussions and portfolio reviews with high credibility
• Collaborate closely with investment, product and structuring teams to deliver differentiated solutions
• Contribute to capital raising initiatives and product distribution strategies
• Monitor market developments and translate macro trends into actionable client conversations
• Maintain high standards of client servicing, reporting and regulatory compliance (KYC/AML)

The Successful Applicant

• Proven experience in a Relationship Manager, Sales or Distribution role within asset management, private banking or alternatives
• Strong understanding of financial products (traditional and/or private markets)
• Demonstrated ability to generate revenue and acquire new clients
• Credible in front of sophisticated investors, with the ability to hold investment-driven conversations
• Entrepreneurial mindset with a strong ownership mentality
• Excellent interpersonal and communication skills
• Fluent in English and French (additional languages are a plus)

Profile-wise, this role suits someone who is commercially aggressive but technically solid, not a pure "farmer" profile, but a true originator capable of building and monetising a network.

What's on Offer

• Competitive compensation structure (attractive fixed salary + performance-driven bonus)
• Direct impact on business growth with strong visibility internally
• Access to high-quality investment solutions across public and private markets
• Entrepreneurial platform with less bureaucracy and faster execution
• Opportunity to build a meaningful client franchise within a growing structure
• Exposure to senior stakeholders and investment decision-making
• Long-term career upside for top performers in a scaling environment