Relationship Manager - Polish Clients

Altus Search Ltd; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Altus Search Ltd seeks a Relationship Manager to focus on Polish clients in Switzerland, handling private banking and wealth management for high net-worth individuals. You will lead client portfolios, provide strategic advice, and grow the business through strong relationships and market insight.

The role requires fluent Polish, excellent communication, and the ability to engage stakeholders at all levels. A background in private banking or relationship management is preferred, with a proven

Qualifikationen

• Fluent Polish is mandatory.
• Background in private banking or relationship management preferred.
• Excellent communication and interpersonal skills with ability to interact across all levels.

Aufgaben

• Build strong relationships and attract new Polish market clients with private banking and wealth management needs.
• Manage an existing portfolio of high net-worth clients.
• Ensure efficient service and wealth structuring systems are in place.
• Provide strategic advice to high-net-worth individuals, senior management and support staff.
• Manage relationships with clients, investment managers, and senior colleagues.
• Prepare business reports for distribution to the investment management team.
• Manage risks in line with firm and regulatory standards.
• Stay informed on competition, market, and client activities in Switzerland.
• Provide clients with market information and conduct analyses based on available data.

Jobbeschreibung

Title: Relationship Manager - Polish Clients

Date: 21st September 2026

Our client is looking for a Relationship Manager, focusing on the Polish market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.

Duties Include:

• To be able to build strong relationships and attract new clients with private banking and wealth management needs to the group.
• To have an existing portfolio of clients.
• Ensure that efficient service and wealth structuring systems are in place.
• Provide advice to high-net-worth individuals, senior management, and support staff.
• Manage the relationship with clients, investment managers, and senior colleagues.
• Prepare business reports which can be distributed to the investment management.
• Manage risks in a timely manner by following the firm's and external regulatory standards.
• Be abreast of competition, market, and client activities in Switzerland.
• Provide clients with all the updated market information and conduct an analysis based on the information obtained.

The preferred candidate will ideally have a private banking or relationship management background and demonstrate an understanding of how to deal with high-net-worth individuals on a daily basis. Fluency in Polish is mandatory. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.