Senior Private Banking Relationship Manager

Camp de Base; Zürich; Vor Ort; CHF 160.000 - 230.000; Vollzeit

Benefits dieser Stelle

Attractive revenue-based compensation

Zusammenfassung

Camp de Base is recruiting a Senior Relationship Manager for an international wealth management group with several decades of private banking expertise. Switzerland (client travel depending on coverage) and no people management as a senior individual contributor role.

The role focuses on building long‑standing client relationships, orchestrating tailored wealth solutions, and ensuring onboarding, compliance, and high‑touch advisory coverage for Swiss clients.

Qualifikationen

• Education: open (experience and interpersonal strength are valued equally)
• Strong English communication skills; French, German, Spanish or other languages are a plus
• Proactive, client‑centric, highly discreet, and confident operating in a tightly regulated environment
• Strong interest in financial markets; ability to mobilise experts in a non‑hierarchical setting
• Onboarding plan tailored to the candidate's background and the banking/custody model they come from

Aufgaben

• Lead client meetings and ensure ongoing, high‑touch relationship coverage.
• Assess client situations and objectives (risk profile, time horizon, constraints) and orchestrate suitable wealth strategies with internal specialists and trusted partners.
• Support and drive client onboarding: KYC/AML documentation, record maintenance, and audit‑ready traceability.
• Monitor market and regulatory developments and provide relevant insights within the agreed advisory framework.
• Identify and execute business development opportunities across Switzerland to expand the client network.
• Ensure full adherence to FINMA requirements and internal compliance/confidentiality standards.
• Coordinate internal experts to deliver holistic coverage across the full wealth management spectrum.

Jobbeschreibung

Camp de Base is recruiting a Senior Relationship Manager for an international wealth management group with several decades of private banking expertise. Switzerland (client travel depending on coverage) and no people management as a senior individual contributor role.

The role focuses on building long‑standing client relationships, orchestrating tailored wealth solutions, and ensuring onboarding, compliance, and high‑touch advisory coverage for Swiss clients.