Senior Relationship Manager - External Asset Management

Altus Search Ltd; Genf; On-site; CHF 140,000 - 240,000; Full time

Job summary

Altus Search Ltd in Geneva is seeking a Senior Relationship Manager focusing on External Asset Management to lead client relationships with high-net-worth individuals.

You will attract and service private banking clients, manage portfolios, provide strategic advice, and collaborate with investment managers and senior colleagues to enhance business performance. You will also prepare market analyses and contribute to client reporting.

Responsibilities

• Build strong relationships and attract new private banking and wealth management clients.
• Hold an existing portfolio of clients.
• Ensure efficient service and wealth structuring systems.
• Provide advice to high-net-worth individuals, senior management, and support staff.
• Manage the relationship with clients, investment managers, and senior colleagues.
• Prepare business reports which can be distributed to the investment management.
• Manage risks in a timely manner by following the firm's and external regulatory standards.
• Be abreast of competition, market, and client activities in Switzerland.
• Provide clients with all the updated market information and conduct an analysis based on the information obtained.

Job description

Ref: 325ASISWPB

Title: Senior Relationship Manager - External Asset Management

Location: Geneva

Salary: Attractive

Date: 3rd November 2026

Our client, a wealth management firm is looking for a Senior Relationship Manager focusing on the EAM market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.

Duties Include:

• To be able to build strong relationships and attract new clients with private banking and wealth management needs to the group.
• To have an existing portfolio of clients.
• Ensure that efficient service and wealth structuring systems are in place.
• Provide advice to high-net-worth individuals, senior management, and support staff.
• Manage the relationship with clients, investment managers, and senior colleagues.
• Prepare business reports which can be distributed to the investment management.
• Manage risks in a timely manner by following the firm's and external regulatory standards.
• Be abreast of competition, market, and client activities in Switzerland.
• Provide clients with all the updated market information and conduct an analysis based on the information obtained.

The preferred candidate will ideally have a private banking or relationship management background and demonstrate an understanding of how to deal with high-net-worth individuals on a daily basis. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.