Relationship Manager - International UHNWI

Michael Page; Zürich; In loco; CHF 180.000 - 280.000; Tempo pieno

Vantaggi offerti da questo lavoro

Autonomy in role

International client portfolio

Discreet working environment

Network with custodian banks

Flat hierarchies

Performance-based compensation

Descrizione del lavoro

Michael Page is recruiting for an independent asset management client in Zurich seeking an experienced professional to drive business development with international UHNWIs and family offices. You will acquire clients, manage relationships, and coordinate tailored wealth management solutions with custodian banks and external experts.

Based in Switzerland or willing to relocate to Zurich, you will build a global network, oversee risk and compliance, and contribute to portfolio growth in a dynamic

Competenze

• 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 with an international network.
• Experience serving international clients with complex wealth structures and sophisticated financial needs.

Mansioni

• 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.

Conoscenze

International private banking

UHNWI client base

Wealth management

Swiss market knowledge

Entrepreneurial mindset

Discretion & communication

English fluent

German advantageous

Descrizione del lavoro

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.

• 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.

Quote job ref: JN-102026-7134102