Relationship Manager - International UHNWI

Michael Page (Switzerland); Zürich; Hybrid; CHF 180,000 - 280,000; Full time

Benefits offered by this job

Uncaped Bonus

Job summary

Michael Page (Switzerland) is seeking an experienced professional to drive client acquisition and relationship management within international private banking and wealth management. You will develop tailored investment solutions in collaboration with custodian banks and external experts.

The role focuses on expanding an international UHNWI client portfolio, maintaining discretion, and delivering high-quality service across cross-border opportunities.

Qualifications

• Several years of experience in international private banking, wealth management, or within an independent asset management firm (EAM).
• Proven track record in acquiring and managing UHNWI clients, ideally with an established international network.
• Experience serving international clients with complex wealth structures and sophisticated financial needs.

Responsibilities

• Proactively acquire international UHNWI clients, entrepreneurs, family offices, and utilize referrals.
• Build and maintain long-term relationships with sophisticated private clients and provide high-level personalised service.
• Coordinate tailored investment and wealth management solutions with custodian banks and specialists.
• Establish and strengthen relationships with entrepreneurs, family offices, lawyers, tax advisors, and intermediaries to create new opportunities.
• Collaborate with Swiss and international custodian banks to deliver high-quality, client-specific solutions.
• Identify opportunities to expand client relationships and grow AuM through cross-selling.
• Ensure compliance with regulatory requirements and KYC/AML standards.

Skills

Client acquisition

Relationship management

Wealth management

English fluency

German language desirable

Job description

• Uncaped Bonus
• International UHNWI/HNWI

About Our Client

An independent asset management firm based in Zurich, specialising in tailored wealth management solutions for international ultra-high-net-worth individuals (UHNWIs), entrepreneurs, and family offices.

Job Description

• Client Acquisition and Business Development: Proactively acquire international UHNWI clients, entrepreneurs, business-owning families, and family offices, leveraging an established professional network and referral channels.
• Relationship Management: Build, maintain, and develop long‑term relationships with sophisticated international private clients, ensuring a consistently high level of personalised service.
• Wealth Management Solutions: Identify client needs and coordinate tailored investment and wealth management solutions in collaboration with selected custodian banks, investment specialists, and external experts.
• International Network Development: Establish and strengthen relationships with entrepreneurs, family offices, lawyers, tax advisors, and other professional intermediaries to generate new business opportunities.
• Custodian Bank Coordination: Work closely with Swiss and international custodian banks to deliver efficient, high-quality services and client-specific solutions.
• Portfolio Growth and Cross-Selling: Identify opportunities to expand existing client relationships, attract additional assets under management (AuM), and develop long-term business potential.
• Compliance and Risk Management: Ensure compliance with applicable regulatory requirements, internal policies, and Know Your Customer (KYC) and Anti-Money Laundering (AML) standards.

The Successful Applicant

• Several years of experience in international private banking, wealth management, or within an independent asset management firm (EAM).
• A proven track record in acquiring and managing UHNWI clients, ideally supported by an established and transferable international client network.
• Experience serving international clients with complex wealth structures and sophisticated financial needs.
• Strong knowledge of financial markets, investment products, and wealth management solutions, combined with a solid understanding of the Swiss financial services industry.
• An entrepreneurial mindset, strong commercial acumen, and the ability to independently develop and grow a client portfolio.
• Excellent interpersonal and communication skills, with the credibility and discretion required to engage with high-net-worth clients and senior decision-makers.
• Fluency in English; German and additional languages are an advantage.
• Based in Switzerland or willing to relocate to Zurich.

What's on Offer

• An entrepreneurial role with a high degree of autonomy, responsibility, and influence over business development.
• The opportunity to build and expand an international UHNWI client portfolio within an independent wealth management environment.
• A professional, discreet, and dynamic working environment in one of Europe's leading wealth management centres.
• Access to an established network of custodian banks and specialised financial service providers.
• Short decision-making processes, flat hierarchies, and a long-term business philosophy.
• An attractive, performance-oriented compensation package comprising fixed and variable components.