We are looking for a senior Client Relationship Manager with a strong footprint in Switzerland and a proven ability to manage and transfer an existing book of clients. This role is for a commercially driven, trust-based advisor who understands the expectations of high-net-worth clients and operates with full regulatory awareness. You will act as the primary point of contact for your clients, ensuring tailored wealth solutions while contributing to the long-term growth of the platform.
This is not a pure servicing role - you are expected to actively develop and expand your client base while maintaining impeccable compliance standards.
Responsibilities
This is not a pure servicing role - you are expected to actively develop and expand your client base while maintaining impeccable compliance standards.
Responsibilities
- Manage and develop an existing portfolio of private clients
- Transfer and integrate your book of business into the platform
- Act as trusted advisor for wealth structuring and long-term asset growth
- Conduct client meetings and maintain ongoing relationship follow-up
- Identify new business opportunities and expand your network in Switzerland
- Collaborate with internal specialists to deliver holistic wealth solutions
- Ensure full compliance with FINMA regulations and internal policies
- Monitor market developments and provide strategic insights to clients
- Maintain accurate onboarding documentation and KYC processes
- Protect and enhance the firm’s reputation through high-quality client service
- Proven experience in client relationship management within wealth management, private banking, or asset management
- Ownership of a transferable book of clients
- Strong understanding of Swiss regulatory environment (FINMA framework)
- Entrepreneurial mindset with business development capabilities
- Excellent relationship-building and negotiation skills
- Fluency in English; German and/or other languages are a strong asset
- High level of discretion and professionalism
- Ability to operate autonomously while contributing to a collaborative team
- Revenue-sharing compensation model aligned with your portfolio performance
- High level of autonomy in managing and growing your book
- Support from a multidisciplinary wealth management platform
- International exposure within a regulated and reputable structure
- Flexible working conditions