Senior Relationship Manager - External Asset Management

Altus Search Ltd; Zürich; Sur place; CHF 120 000 - 180 000; Plein temps

Résumé du poste

Altus Search Ltd in Zürich, Switzerland, seeks a Senior Relationship Manager focused on External Asset Management to provide strategic support, advice and client servicing to high-net-worth individuals. You will lead sales performance, manage portfolios and deepen relationships with private banking and wealth management clients.

The ideal candidate has a proven private banking/relationship management background, excellent communication, and the ability to operate across all levels of business in

Qualifications

• Must have a private banking or relationship management background.
• Should hold an existing client portfolio or ability to attract high-net-worth clients.
• Demonstrates excellent communication and interpersonal skills across all levels of business.

Responsabilités

• Build strong client relationships and attract new clients with private banking and wealth management needs.
• Maintain and grow an existing client portfolio.
• Ensure efficient service and wealth structuring systems are in place.
• Provide advice to high-net-worth individuals, senior management and staff.
• Manage relationships with clients, investment managers and senior colleagues.
• Prepare business reports for distribution to the investment management team.
• Identify and manage risks in line with regulatory standards.

Connaissances

Relationship management

Business development

Client advisory

Portfolio management

Regulatory awareness

Strong communication

Interpersonal skills

Description du poste

Title: Senior Relationship Manager - External Asset Management

Date: 30th October 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.