Senior Relationship Manager, Private Banking & EAM

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

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.