Senior Relationship Manager – Swiss Clients

Altus Search Ltd; Zürich; Presencial; CHF 120.000 - 180.000; Jornada completa

Descripción de la vacante

Altus Search Ltd in Switzerland is seeking a Senior Relationship Manager focusing on the Swiss market to provide support, advice, and a strategic approach to high net-worth clients. You will lead client portfolios and drive business performance.

The role requires a private banking or relationship management background, fluency in French, and excellent communication skills to interact with senior stakeholders across the firm.

Formación

• Strong private banking/relationship management background.
• Fluency in French and excellent communication skills.
• Ability to interact with senior stakeholders at all levels.

Responsabilidades

• Build strong relationships and attract new clients in private banking and wealth management.
• Manage a client portfolio and lead sales and business performance.
• Provide advice to high-net-worth individuals and coordinate with investment teams.
• Prepare business reports and monitor risks per regulatory standards.
• Stay informed on Swiss market activity and competitive landscape.

Conocimientos

Relationship management

Private banking

High net worth

Portfolio management

Educación

Degree in Finance/Economics

Herramientas

CRM systems

Descripción del empleo

Title: Senior Relationship Manager – Swiss Clients

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.