Senior Relationship Manager

Freshminds; Zürich; Vor Ort; CHF 180.000 - 320.000; Vollzeit

Benefits dieser Stelle

Revenue share

Benefits package

Zusammenfassung

Freshminds partners with a fast-growing Wealth Management firm in Switzerland that advises Ultra High Net Worth Individuals on wealth consolidation, strategy and management, with a truly global client base and international reach.

Ideal background includes 10+ years in Relationship Management within Private Banking or Wealth Management, a proven track record with UHNW clients, and an entrepreneurial mindset seeking greater ownership and flexible client leadership.

Qualifikationen

• 10+ years of experience in Relationship Management within Private Banking or Wealth Management.
• Proven track record of developing and managing UHNW client relationships.
• Entrepreneurial mindset with desire for ownership and flexibility.

Aufgaben

• Build and manage relationships with UHNW clients.
• Generate new client revenue and expand the book of clients.
• Collaborate within an entrepreneurial, growth-focused team.

Kenntnisse

Relationship management

UHNW clients

Private Banking

Entrepreneurial mindset

Ownership mindset

Jobbeschreibung

We are partnering with a fast-growing Wealth Management firm in Switzerland that advises Ultra High Net Worth Individuals (UHNWIs) on the consolidation, strategy and management of their wealth, with a truly global client base and international reach.

Why Join?

• Greater flexibility, autonomy and ownership of client relationships outside of a traditional corporate environment
• Global office network, enabling you to support clients without local market restrictions
• Opportunities to travel and work from international office locations
• Collaborative, entrepreneurial culture within a close-knit team that encourages partnership
• Access to differentiated private market investment opportunities, supported by a strong track record
• Significant business growth, with assets under management doubling over the last year
• Competitive base salary, 20% revenue share, and an attractive benefits package

Ideal Background

• 10+ years' experience in Relationship Management within Private Banking or Wealth Management
• Proven track record of developing and managing UHNW client relationships
• Entrepreneurial mindset and desire for greater ownership and flexibility
• Ability to generate c. £1m+ in new client revenue annually
• Portable book of UHNW clients (location agnostic)
• German language skills are advantageous, but not essential