Senior Relationship Manager – Swiss Clients

Altus Search Ltd; Zürich; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

Altus Search Ltd is seeking a Senior Relationship Manager focused on the Swiss market to provide bespoke advice and strategic oversight to high net-worth clients.

You will lead client portfolios, support sales performance, and ensure wealth structuring and regulatory compliance while building durable relationships with investment managers and senior colleagues. Excellent communication and interpersonal skills are essential to interact at all levels of business within Switzerland.

Qualifikationen

• Experience in private banking or wealth management is preferred.
• Proven ability to manage relationships with high-net-worth individuals.

Aufgaben

• Build strong relationships and attract new clients with private banking and wealth management needs.
• Maintain an existing portfolio of clients.
• Ensure efficient service and wealth structuring systems are in place.
• Provide advice to high-net-worth individuals, senior management, and support staff.
• Manage relationships with clients, investment managers, and senior colleagues.
• Prepare business reports for distribution to investment management.
• Monitor and manage risks in compliance with firm and regulatory standards.
• Stay informed about competition, market, and client activity in Switzerland.
• Deliver updated market information and conduct analyses.

Jobbeschreibung

Title: Senior Relationship Manager – Swiss Clients

Date: 18th September 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.