Wealth Management Relationship Manager

TalentCloud Group; Genf; Hybrid; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

TalentCloud Group is recruiting a Wealth Management Relationship Manager for Geneva or Zug (Hybrid). You will expand an ambitious Swiss wealth management business by developing and managing relationships with HNW/UHNW clients and offering discretionary portfolio guidance.

You will leverage an open-architecture platform to deliver tailored solutions and work with senior leadership to drive long-term growth in a dynamic, entrepreneurial environment.

Qualifikationen

• Existing HNW/UHNW client relationships or transferable portfolio.
• Proven ability to build trusted long-term client relationships.
• Experience in Private Banking, Wealth Management, Family Offices or Independent Asset Management.
• Strong understanding of financial markets and investment products.
• Professional English and French language skills desirable.

Aufgaben

• Develop, manage and grow relationships with HNW/UHNW clients.
• Advise clients on discretionary portfolio management and wealth management solutions.
• Grow Assets Under Management through existing relationships and new client acquisition.
• Work closely with investment professionals to deliver tailored investment solutions.
• Contribute to the growth of the Swiss Wealth Management business.

Kenntnisse

Relationship management

Private banking knowledge

Business development

Client advisory

Jobbeschreibung

Wealth Management Relationship Manager

Geneva or Zug, Switzerland (Hybrid)

Are you an entrepreneurial Relationship Manager or Private Banker with an established network of HNW/UHNW clients?

We are currently supporting a highly respected and fast-growing Swiss wealth management firm that is looking to expand its Wealth Management business by hiring commercially driven Relationship Managers who want significantly more autonomy, flexibility and long-term upside than is typically available within larger banking environments.

Unlike many traditional institutions, this is an opportunity to genuinely help build and shape a growing Wealth Management franchise while benefiting from an attractive entrepreneurial remuneration model and access to a broad open-architecture investment platform.

The Opportunity

You will be responsible for:

Developing, managing and growing relationships with High-Net-Worth and Ultra-High-Net-Worth clients.

Advising clients on discretionary portfolio management, investment advisory and broader wealth management solutions.

Growing Assets Under Management through both existing relationships and new client acquisition.

Working closely with experienced investment management professionals to deliver tailored investment solutions.

Contributing directly to the continued growth of an ambitious Swiss Wealth Management business.

What We are Looking For

Existing HNW/UHNW client relationships and a transferable client portfolio.

Strong commercial and entrepreneurial mindset.

Proven ability to build trusted long-term client relationships.

Experience within Private Banking, Wealth Management, Family Offices or Independent Asset Management.

Good understanding of financial markets, investment products and portfolio management.

Professional proficiency in English is required.

French is highly desirable.

Additional languages are welcomed.

Why This Opportunity?

Entrepreneurial, agile and growing organisation.

Attractive long-term earning potential with a highly performance-oriented remuneration model.

Open-architecture investment platform offering flexibility to deliver tailored client solutions.

High level of autonomy with direct exposure to senior leadership and the opportunity to contribute to the long-term development of the Wealth Management business.