Job details

Our client is a well-established financial institution in German-speaking Switzerland with a long tradition of excellence in serving wealthy individuals and families. With a reputation built on trust, discretion, and long-term partnerships, they provide tailored solutions that combine tradition with modern client needs. As part of their expansion, they are looking for an experienced and entrepreneurial Senior Relationship Manager to strengthen their team.

Your mission:

• Acquire new clients while nurturing and expanding existing relationships
• Provide personalized support to a portfolio of private clients
• Design and implement bespoke financial and investment solutions
• Contribute to shaping the market strategy by combining innovation with tradition
• Work closely with colleagues to maintain and continuously enhance quality standards

Your profile:

• Several years of experience in serving high-net-worth clients
• Solid knowledge of asset management and EAM infrastructure
• University degree or equivalent qualification
• Fluent in German and English; French is a plus
• Strong professional network, entrepreneurial mindset, and high level of self-motivation
• Excellent interpersonal skills, discretion, and service orientation
• Ability to bring a client portfolio and to further develop it

The offer:

• The opportunity to join an exclusive platform within a recognized financial group
• A flat and agile organizational structure with fast decision-making processes
• Innovative tools to manage both liquid and illiquid assets
• Attractive, performance-based compensation
• Active involvement in the future development of the family office
• A working environment that values trust, discretion, and long-term vision