Senior Relationship Manager – Swiss Clients

Altus Search Ltd

Genf

Vor Ort

CHF 120.000 - 190.000

Vollzeit

Vor 8 Tagen

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Zusammenfassung

Altus Search Ltd in Geneva is seeking a Senior Relationship Manager focused on the Swiss market to provide strategic advice to high net-worth clients and to lead sales performance and portfolio growth. The role involves building enduring relationships with private banking clients, managing portfolios, coordinating with investment managers, and ensuring wealth structuring and regulatory compliance.

You will need excellent communication and interpersonal skills to interact at all levels of

Qualifikationen

  • Strong relationship management skills
  • Experience with private banking or wealth management
  • Excellent communication and interpersonal abilities
  • Ability to interact with senior stakeholders and clients

Aufgaben

  • Lead sales strategy and manage performance for Swiss clients
  • Build and maintain relationships with high net-worth individuals
  • Manage client portfolios and coordinate with investment managers
  • Ensure wealth structuring and regulatory compliance
  • Provide strategic advice and market insights to clients and internal teams

Jobbeschreibung

Title: Senior Relationship Manager – Swiss Clients

Location: Geneva

Date: 14th August 2026

Our client is looking for a Senior Relationship Manager, focusing on the Swiss 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.

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