Senior Relationship Manager – German Clients

Altus Search Ltd; Zürich; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

Altus Search Ltd is seeking a Senior Relationship Manager focused on the German market to provide strategic advice to high net-worth clients in Switzerland.

The role leads client portfolios, drives sales and business performance, and ensures wealth management and private banking objectives are met in line with regulatory standards. Strong communication and ability to interact at all business levels are essential.

Qualifikationen

• Proven track record in relationship management within private banking or wealth management.
• Experience handling high net-worth individuals on a daily basis.
• Strong communication and interpersonal skills across all levels of the organisation.

Aufgaben

• Build strong relationships and attract new private banking clients.
• Maintain an existing client portfolio and provide tailored wealth solutions.
• Ensure service efficiency and wealth structuring processes are in place.
• Provide market insights and investment analysis to clients and senior staff.
• Manage risk in line with regulatory standards.
• Interact with investment managers and senior colleagues to coordinate services.
• Prepare business reports for distribution to investment management.
• Stay informed on competition, market and client activities in Switzerland.

Kenntnisse

Relationship management

German client focus

Private banking

Wealth management

Sales leadership

Client portfolio management

Analytical thinking

Communication skills

Jobbeschreibung

Title: Senior Relationship Manager - German Clients

Date: 21st August 2026

Our client is looking for a Senior Relationship Manager, focussing on German 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 the 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 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.