Senior Relationship Manager – Private Banking

Redstone Search Group Ltd; Zürich; Vor Ort; CHF 200.000 - 500.000; Vollzeit

Zusammenfassung

Redstone Private Banking Search is actively seeking entrepreneurial Senior Relationship Managers for a Swiss private bank with a strong international footprint. You will manage and grow a portfolio of UHNW clients, delivering tailored investment and advisory solutions while expanding assets across Western Europe.

The role requires a proven track record in asset gathering, revenue generation, and long-term client retention, plus an entrepreneurial mindset and Swiss booking capability.

Qualifikationen

• A transferable client portfolio is essential (target: USD 100m+ in Net New Money over 3 years).
• Strong track record in asset gathering, revenue generation, and long-term client retention.
• Entrepreneurial mindset with in-depth knowledge of private banking products, wealth structuring, and investment solutions.
• Suitable for bankers seeking a client-centric platform with strong commercial upside and Swiss booking.

Aufgaben

• Manage and grow a portfolio of HNW and UHNW clients with tailored investment and advisory solutions.
• Acquire new assets through proactive business development, focusing on Western European markets.
• Serve as the primary trusted point of contact for clients, delivering a high-touch, personalised service.
• Ensure full compliance with Swiss and local regulatory requirements.
• Reports to the relevant Market Head depending on the platform.

Kenntnisse

Client portfolio management

Asset gathering

Relationship management

Business development

Private banking knowledge

Jobbeschreibung

Redstone Private Banking Search focuses on offering 360° search solutions to the global private wealth market. With competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking Search can confidently offer you an edge in today’s evolving market.

We are currently working with an established Swiss Private Bank with strong international presence that is actively seeking entrepreneurial Senior Relationship Managers to expand its coverage across European markets.

Key Responsibilities / Tasks

• Manage and grow a portfolio of HNW and UHNW clients with tailored investment and advisory solutions.
• Acquire new assets through proactive business development, focusing on Western European markets.
• Serve as the primary trusted point of contact for clients, delivering a high-touch, personalised service.
• Ensure full compliance with Swiss and local regulatory requirements.
• Reports to the relevant Market Head depending on the platform.

Key Qualifications / Experience

• A transferable client portfolio is essential (target: USD 100m+ in Net New Money over 3 years).
• Strong track record in asset gathering, revenue generation, and long-term client retention.
• Entrepreneurial mindset with in-depth knowledge of private banking products, wealth structuring, and investment solutions.
• Suitable for bankers seeking a client-centric platform with strong commercial upside and Swiss booking.

For all positions based in Switzerland, Redstone Search works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.