Senior Relationship Manager - External Asset Management

Altus Search Ltd; Zürich; On-site; CHF 150,000 - 195,000; Full time

Job summary

Altus Search Ltd in Zürich, Switzerland, seeks a Senior Relationship Manager focused on the External Asset Management market to provide strategic support, advice, and client service to high net-worth individuals. You will lead sales and business performance and help to effectively manage client portfolios.

The role requires building strong relationships, attracting new clients, maintaining an existing portfolio, and ensuring wealth structuring systems are in place.

Qualifications

• Ideally a private banking or relationship management background.
• Proven ability to manage a portfolio of high-net-worth clients.
• Excellent communication and interpersonal skills across all levels of business.

Responsibilities

• Build strong relationships and attract new private banking and wealth management clients.
• Leverage an existing client portfolio to grow business and assets under management.
• Ensure efficient service and wealth-structuring processes are in place.
• Provide tailored advice to high-net-worth individuals and senior staff.
• Manage relationships with clients, investment managers, and senior colleagues.
• Prepare business reports for distribution to investment management.
• Mitigate risks in line with regulatory standards and firm policies.
• Stay informed about market activity in Switzerland and competitive dynamics.

Skills

Relationship management

Business development

Communication

Interpersonal skills

Job description

Title: Senior Relationship Manager - External Asset Management

Date: 22nd 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.