Senior Relationship Manager (Hunter) – UHNW / HNW

Swisseon; Genf; Hybrid; CHF 150,000 - 230,000; Full time

Benefits offered by this job

Remote work possible

Significant P&L participation

Autonomy and ownership

High performance culture

Job summary

Swisseon is building a next-generation investment office regulated by FINMA, serving an international HNW client base. You will grow the business with a high level of autonomy and a compensation model aligned with your performance.

You will identify and develop UHNW relationships, generate Net New Assets, advise on bespoke investment solutions, and collaborate with investment managers. AML/KYC and regulatory compliance are integral to the role.

Qualifications

• Master’s degree with a specialisation in Finance is preferred.
• CFA and/or MBA are strong advantages.
• Fluent in English or French; additional language is a plus.
• Minimum 5 years’ experience managing UHNW clients.
• Strong existing client network within target markets.
• Excellent investment expertise and strong financial analysis.
• Sound understanding of regulatory frameworks and compliance.
• Strong communication and collaboration skills.
• Client-centric and solution-oriented mindset.

Responsibilities

• Identify, acquire and develop HNW/UHNW client relationships.
• Generate sustainable Net New Assets and grow Assets under Management.
• Increase wallet share and optimise portfolio profitability.
• Take full ownership of the client relationship from prospecting to retention.
• Provide asset allocation advice aligned with objectives, time horizon and risk.
• Recommend bespoke investment solutions.
• Conduct regular portfolio reviews and performance follow-up.
• Work closely with Investment Managers and product specialists.
• Maintain AML/KYC discipline and regulatory compliance.
• Ensure structured documentation and monitoring of KRIs.
• Contribute actively to team momentum and business growth.

Skills

Networking with HNW clients

Asset allocation knowledge

Investment analysis

Regulatory compliance understanding

Communication skills

Collaboration

Education

Master's in Finance

CFA (advantage)

MBA (advantage)

Job description

What if you could grow your business without the constraints of a traditional bank?

More flexibility.

More impact for your clients.

At Swisseon, we are building a next-generation independent investment office, FINMA-regulated, serving an international HNW and UHNW clientele.

What makes us different?

Growing platform

Differentiated access to private and off-market opportunities:

Private Equity | Real Estate | Private Credit | Alternative Strategies | Digital Assets

Solutions your clients will not typically find through traditional channels.

Your role

At Swisseon, you will grow your business with a high level of autonomy and a compensation model aligned with your performance:

• Identify, acquire and develop HNW/UHNW client relationships
• Generate sustainable Net New Assets (NNA) and grow Assets under Management (AuM)
• Increase wallet share and optimise portfolio profitability
• Take full ownership of the client relationship, from prospecting to long-term retention
• Provide asset allocation advice aligned with client objectives, time horizon and risk profile
• Recommend bespoke investment solutions
• Conduct regular portfolio reviews and performance follow-up
• Work closely with Investment Managers and product specialists
• Maintain rigorous AML/KYC discipline and regulatory compliance
• Ensure structured documentation and monitoring of Key Risk Indicators (KRIs)
• Contribute actively to team momentum and business growth

The profile we are looking for

• Master’s degree with a specialisation in Finance preferred
• CFA and/or MBA is a strong advantage
• Fluent in English or in French, and an additional language would be an asset.
• Minimum 5 years’ experience managing UHNW clients
• Strong existing client network within target markets
• Excellent investment expertise and strong financial analytical skills
• Sound understanding of regulatory frameworks and compliance requirements
• Strong communication and collaboration skills
• Client-centric and solution-oriented mindset

Beyond experience, mindset will make the difference

• Disruptor mentality, ready to challenge traditional models
• Entrepreneurial mindset with a builder attitude
• Appetite for growth in an ambitious and agile environment
• Strong performance culture and value-creation mindset
• High autonomy with a genuine sense of ownership
• Resilience and determination in building UHNW relationships
• Uncompromising integrity and high standards of excellence

Why Swisseon?

• A model built on trust, autonomy and accountability
• Lean structure, free from bureaucracy and internal politics
• Significant P&L participation aligned with your performance
• Flexible working environment (remote working possible)
• Privileged access to differentiated investment opportunities: private equity, real estate, alternative strategies and digital assets
• The ability to offer clients solutions beyond traditional products
• Joining Swisseon today means entering a high-growth project at a key stage of its development

If you are looking to combine independence, performance and exclusive access, let’s speak in complete confidence.