Senior Relationship Manager – Swiss Clients

Altus Search Ltd

Zürich

On-site

CHF 150,000 - 240,000

Full time

2 days ago
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Job summary

Altus Search Ltd. is seeking a Senior Relationship Manager for the Swiss market in Zurich. You will focus on high-net-worth clients, providing strategic advice, portfolio leadership, and strong relationship management to drive sales and performance.

The role requires fluency in French, excellent communication, and the ability to interact at all levels of business within a Swiss private banking context.

Qualifications

  • Experience in private banking or wealth management preferred.
  • Must manage and leverage an existing client portfolio.
  • Fluency in French is essential for client interactions.
  • Excellent communication and interpersonal skills across levels.

Responsibilities

  • Build strong relationships and attract new Swiss clients in private banking and wealth management.
  • Lead sales and business performance for Swiss clients.
  • Ensure wealth structuring processes and client servicing are efficient.
  • Provide strategic advice to high-net-worth individuals and senior staff.
  • Manage client relationships with investment managers and colleagues.
  • Prepare business reports for investment management distribution.
  • Monitor and mitigate risks per firm and regulatory standards.
  • Stay informed on Swiss market activities and competition.

Skills

Relationship management
Client acquisition
High-net-worth clients
Communication skills

Job description

Ref: 570ASISWPB

Title: Senior Relationship Manager - Swiss Clients

Location: Zurich

Salary: Attractive

Date: 3rd November 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. Fluency in French is essential. 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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