Relationship Manager

SAM International A/S; Zürich; On-site; CHF 180,000 - 320,000; Full time

Benefits offered by this job

Private banking group backing

International working environment

Job summary

SAM International A/S is seeking a seasoned (Senior) Relationship Manager to join our Wealth Management team across Geneva, Zurich or Lugano. You will manage high net worth client relationships, delivering tailored wealth management and advisory solutions while driving growth through new client acquisition and asset gathering.

You will coordinate with investment advisory and asset management teams, ensure FINMA/KYC compliance, and maintain robust client documentation in a collaborative,

Qualifications

• University degree in finance, economics, business administration, or related field.
• Certifications such as CWMA or CFA are a plus.
• Strong knowledge of investment products, wealth structuring, and financial markets.

Responsibilities

• Develop, manage, and grow a portfolio of HNW/UHNW private clients, acting as their primary point of contact for all banking and wealth management needs.
• Proactively acquire new clients and assets under management through networks, referrals, and firm initiatives.
• Design and propose tailored investment strategies in coordination with investment advisory and asset management teams.
• Conduct regular portfolio reviews to ensure alignment with risk profiles and objectives.
• Ensure compliance with FINMA, AML/KYC, and cross-border regulations throughout the client lifecycle.
• Maintain accurate client documentation and CRM records.
• Collaborate with investment advisors, credit officers, legal/compliance, and operations to ensure seamless service.

Skills

Relationship management

Client acquisition

Wealth management

Private banking

KYC/AML

Regulatory compliance

Cross-border knowledge

Education

University degree in finance, economics, business administration, or related field

CWMA

CFA

Job description

(Senior) Relationship Manager – Private Banking

Our client, one of the largest European banks is looking for a (Senior) Relationship Manager to join the team in Geneva, Zurich or Lugano.

The job:

We are seeking experienced Relationship Managers/Private Bankers to join our Wealth Management team in Geneva, Zurich or Lugano.

The successful candidate will be responsible for developing and managing a portfolio of HNW and UHNW individuals, delivering tailored wealth management and advisory solutions, and contributing to the bank's growth through new client acquisition and asset gathering.

Key Responsibilities:

• Develop, manage, and grow a portfolio of HNW/UHNW private clients, acting as their primary point of contact for all banking and wealth management needs.
• Proactively acquire new clients and assets under management through personal networks, referrals, and the bank's broader business development initiatives.
• Design and propose tailored investment strategies and solutions in coordination with the bank's investment advisory, asset management, and family office teams.
• Conduct regular portfolio reviews with clients, ensuring alignment with their risk profile, investment objectives, and evolving needs.
• Ensure full compliance with FINMA regulations, internal policies, and KYC/AML requirements throughout the client relationship lifecycle, including onboarding, periodic due diligence, and risk classification.
• Maintain accurate and up-to-date client documentation and CRM records.
• Collaborate closely with internal stakeholders, including investment advisors, credit officers, legal/compliance, and operations, to ensure seamless client service delivery.

Candidate Profile:

• Minimum approx. 5 years of experience as a Relationship Manager or similar client-facing role within private banking or wealth management.
• Demonstrated track record of acquiring and managing HNW/UHNW client relationships and growing assets under management in Europe, Asia, MEA, LATAM or the US is essential.
• Strong knowledge of investment products, wealth structuring, and financial markets.
• Good understanding of Swiss regulatory and compliance requirements (FINMA, AML/KYC, cross-border regulations) a plus (training/certification is offered by the bank).
• Existing network of private clients and/or intermediaries.
• University degree in finance, economics, business administration, or a related field; relevant certifications (e.g., CWMA, CFA, or equivalent) are a plus.
• Fluency in English is required; additional languages a plus
• Excellent interpersonal, negotiation, and relationship-building skills, with a client-centric and entrepreneurial mindset.
• High personal integrity and discretion, in line with the standards expected in private banking.

What is offered:

• The opportunity to work within an entrepreneurial, agile private banking group backed by a major international banking partner.
• Access to a comprehensive and integrated platform spanning wealth management, family office, corporate finance, and asset management.
• A collaborative, international working environment based in Geneva.
• Market leading and transparent compensation structure aligned with individual and team performance.