Senior Private Wealth Relationship Manager (Switzerland)

Camp de Base; Zürich; Vor Ort; CHF 120.000 - 240.000; Vollzeit

Benefits dieser Stelle

Revenue sharing

Zusammenfassung

Camp de Base seeks a Senior Relationship Manager for an international wealth management group. Based in Switzerland, you will be the primary contact for a Swiss-based private client base, building trusted, confidential relationships while coordinating wealth solutions through an open-architecture approach.

You will lead high-touch client meetings, onboard clients with KYC/AML, and collaborate with internal specialists to deliver tailored wealth strategies.

Qualifikationen

• Demonstrated track record in client relationship management, ideally in private banking / wealth management / investment.
• Ownership of a client book to onboard and expand.
• No client portfolios with any Russian nexus (strict compliance requirement).

Aufgaben

• Lead client meetings and ensure ongoing, high-touch relationship coverage.
• Assess client situations and objectives 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.

Kenntnisse

Relationship management

Client onboarding

KYC/AML

Jobbeschreibung

Camp de Base seeks a Senior Relationship Manager for an international wealth management group. Based in Switzerland, you will be the primary contact for a Swiss-based private client base, building trusted, confidential relationships while coordinating wealth solutions through an open-architecture approach.

You will lead high-touch client meetings, onboard clients with KYC/AML, and collaborate with internal specialists to deliver tailored wealth strategies.