Swiss Private Banking: Senior Relationship Manager

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

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.