Senior Private Wealth Relationship Manager Switzerland

Camp de Base; Zürich; Vor Ort; CHF 140.000 - 210.000; Vollzeit

Benefits dieser Stelle

Revenue-sharing compensation

Zusammenfassung

Camp de Base recruits a Senior Relationship Manager to join an international wealth management group with decades of private banking expertise. You are the primary contact for a Swiss-based private client base, building long-standing relationships grounded in trust and discretion while coordinating tailored wealth solutions through a multidisciplinary, open-architecture approach.

Lead high-touch client coverage, oversee onboarding with KYC/AML, and collaborate with internal specialists and

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 (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.

Kenntnisse

Relationship management

Client onboarding

Compliance

Jobbeschreibung

Camp de Base recruits a Senior Relationship Manager to join an international wealth management group with decades of private banking expertise. You are the primary contact for a Swiss-based private client base, building long-standing relationships grounded in trust and discretion while coordinating tailored wealth solutions through a multidisciplinary, open-architecture approach.

Lead high-touch client coverage, oversee onboarding with KYC/AML, and collaborate with internal specialists and