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 with a unique setup in Foreign Exchange & Precious Metals OTC markets, working in partnership with a Tier 1 Swiss Bank, is looking to appoint an experienced Relationship Manager to join its growing business in Switzerland. This is an exciting opportunity for an established private banking professional looking to move away from a traditional banking environment and into a more agile, entrepreneurial & independent setup, where existing client relationships, business development capabilities & individual performance are genuinely valued and rewarded. Working within a dynamic External Asset Manager (EAM) structure, you will be responsible for managing & further developing your existing client portfolio, while identifying opportunities to acquire new clients through your personal network and prospective leads. You will advise clients across a broad range of wealth management services, including international wealth structuring, lending, asset management & investment advisory. The successful candidate will have an established network of high-net-worth clients, a clear business plan & an entrepreneurial mindset, with the ambition to develop their own business and potentially progress to Partner level.

Key Responsibilities

• Maintain & further develop an existing portfolio of high-net-worth clients, building long-term relationships and delivering a high level of personalised service.
• Acquire new clients through your established personal network, referrals & prospective business opportunities.
• Advise existing & prospective clients on a broad range of financial needs, including international wealth structuring, lending, asset management & investment advisory.
• Develop & implement tailored wealth management solutions, working closely with internal teams & external specialists.
• Identify opportunities to expand client relationships and introduce additional investment and wealth management solutions.
• Leverage your professional network and maintain strong relationships across the Swiss & international financial services industry.
• Act as the primary point of contact for clients, ensuring a high-quality, relationship-driven service.
• Develop & execute a clear business plan focused on growing your client portfolio and contributing to the wider business.

What We're Looking For

We're looking for an established Relationship Manager with a proven track record in acquiring & developing high-net-worth client relationships and the ambition to build their own business within an entrepreneurial wealth management environment.

• A proven ability to acquire & develop relationships with clients holding CHF 10 million+ in assets.
• An established client network and a clear, credible business plan demonstrating the strength of your existing relationships and potential for new business.
• In-depth knowledge of the Swiss private banking market and relevant regulatory framework.
• Experience advising high-net-worth clients across wealth management, investments & broader financial services.
• A strong understanding of international wealth structuring, lending, asset management & investment advisory.
• Fluency in English is essential.
• Additional language skills would be advantageous.
• Excellent organisational, interpersonal & communication skills.
• A strong professional network within the Swiss & international financial industry.

Personal Profile

• Entrepreneurial & commercially driven, with the ambition and confidence to develop their own client business.
• Highly independent & self-motivated, comfortable taking ownership of their client relationships and business development activities.
• A natural relationship builder, capable of establishing trust and maintaining long-term relationships with high-net-worth clients.
• Proactive & business-minded, with a strong focus on client acquisition and portfolio growth.
• Confident in advising sophisticated clients and developing bespoke wealth management solutions.
• Well organised, structured & able to manage multiple client relationships independently.
• A strong communicator with excellent interpersonal skills and a professional approach.
• Motivated by an entrepreneurial environment where individual contribution, performance & business development are recognised and rewarded.

The Opportunity

• Access to a strong cross-asset investment team providing support and expertise to both Relationship Managers and their clients.
• Unique expertise in Foreign Exchange & Precious Metals, supported by Prime Broker access to 15 investment banks.
• An open-architecture investment platform offering access to a broad range of investment opportunities.
• An extended network of alternative investment & real estate opportunities.
• A digitalised platform enabling the consolidation of client assets across multiple banking relationships.
• A competitive entrepreneurial compensation model, rewarding individual performance and business development.
• The opportunity to progress to Partner level within a wider and growing business group.