Senior Relationship Manager

Executive Partners Ltd; Indiana (PA); On-site; USD 230,178 - 383,631; Full time

Job summary

Executive Partners Ltd is seeking a Senior Relationship Manager to cover the Italian market from Zurich, Geneva, or Lugano. The ideal candidate will have a portable book of CHF 200M from Italian HNW/UHNW clients and expertise in cross-border regulations.

This role allows for significant responsibility in managing and developing client relationships, utilizing already established banking infrastructure. Compensation ranges from CHF 180K to 300K, including base pay and performance bonuses.

Qualifications

• Proven personal ownership of HNW and UHNW client relationships.
• Minimum CHF 200M portable book over 3 years from Italian clients.
• Experience operating in a cross-border regulatory framework (Italy/Switzerland).

Responsibilities

• Develop and deepen relationships with Italian clients from a Swiss platform.
• Manage private banking operations for wealthy Italian families.
• Leverage existing infrastructure and product access for client benefits.

Skills

Italian language

Cross-border regulatory expertise

Client relationship management

Job description

Italian Market · Zurich, Geneva or Lugano

base · performance bonus · NPC buyout available

Portable Book

CHF 200M+

Location

Zurich, Geneva or Lugano

On-site

Seniority

Director / ED

Senior mandate

The Opportunity

A Swiss-based mandate covering the Italian market — Zurich, Geneva or Lugano, with the location determined by the candidate's preference and the bank's team structure. All three are genuinely open.

The hiring bank has a well-established Italian client franchise and wants to add a senior relationship manager who personally owns Italian HNW and UHNW relationships. This is not a greenfield mandate — the infrastructure, booking centre and product access are already in place. What they need is a banker with a real, portable Italian book who can deepen and develop existing relationships while selectively bringing their own.

The ideal candidate has spent the majority of their private banking career managing Italian clients from a Swiss platform, understands the cross-border regulatory framework on both sides, operates at the level of succession planning, real estate structuring and multi-generational family wealth rather than pure investment allocation, and holds relationships in their own name rather than through a team structure. A three-year average portable book of CHF 200M from Italian clients is the minimum threshold.

Lugano is particularly relevant for bankers with strong ties to the Northern Italian corridor. Geneva and Zurich suit candidates with a broader Italian UHNW offshore client base.

What You Bring

The profile that succeeds in this mandate.

• Personal ownership of Italian HNW and UHNW client relationships managed from a Swiss booking centre
• Minimum CHF 200M portable book measured over 3-year average — Italian clients specifically
• Cross-border regulatory expertise (Italy / Switzerland) and Italian language mandatory

Selection Process

Confidential call with Executive Partners

No panels. No bureaucratic rounds. Your information is never shared with the hiring institution without your explicit consent.

Indicative Compensation

CHF 180K – 300K

base · performance bonus · NPC buyout available

Indicative range only. Final package is structured by the hiring institution based on AUM, NNM track record, seniority and negotiation. NPC contribution is available for qualified candidates.

Ready to explore this mandate?

No CV required at this stage. One call. Fully confidential.