Senior Private Banking RM – HNW/UHNW Growth

SAM International A/S; Zürich; Sur place; CHF 180 000 - 320 000; Plein temps

Avantages offerts par ce poste

Private banking group backing

International working environment

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Relationship management

Client acquisition

Wealth management

Private banking

KYC/AML

Regulatory compliance

Cross-border knowledge

Formation

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

CWMA

CFA

Description du poste

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,