Relationship Manager - International UHNWI
Über diese Stelle
- Uncaped Bonus
- International UHNWI/HNWI
About Our Client ##
An independent asset management firm based in Zurich, specialising in tailored wealth management solutions for international ultra-high-net-worth individuals (UHNWIs), entrepreneurs, and family offices.
Job Description ##
- Client Acquisition and Business Development: Proactively acquire international UHNWI clients, entrepreneurs, business-owning families, and family offices, leveraging an established professional network and referral channels.
- Relationship Management: Build, maintain, and develop long-term relationships with sophisticated international private clients, ensuring a consistently high level of personalised service.
- Wealth Management Solutions: Identify client needs and coordinate tailored investment and wealth management solutions in collaboration with selected custodian banks, investment specialists, and external experts.
- International Network Development: Establish and strengthen relationships with entrepreneurs, family offices, lawyers, tax advisors, and other professional intermediaries to generate new business opportunities.
- Custodian Bank Coordination: Work closely with Swiss and international custodian banks to deliver efficient, high-quality services and client-specific solutions.
- Portfolio Growth and Cross-Selling: Identify opportunities to expand existing client relationships, attract additional assets under management (AuM), and develop long-term business potential.
- Compliance and Risk Management: Ensure compliance with applicable regulatory requirements, internal policies, and Know Your Customer (KYC) and Anti-Money Laundering (AML) standards.
The Successful Applicant ##
- Several years of experience in international private banking, wealth management, or within an independent asset management firm (EAM).
- A proven track record in acquiring and managing UHNWI clients, ideally supported by an established and transferable international client network.
- Experience serving international clients with complex wealth structures and sophisticated financial needs.
- Strong knowledge of financial markets, investment products, and wealth management solutions, combined with a solid understanding of the Swiss financial services industry.
- An entrepreneurial mindset, strong commercial acumen, and the ability to independently develop and grow a client portfolio.
- Excellent interpersonal and communication skills, with the credibility and discretion required to engage with high-net-worth clients and senior decision-makers.
- Fluency in English; German and additional languages are an advantage.
- Based in Switzerland or willing to relocate to Zurich.
What's on Offer ##
- An entrepreneurial role with a high degree of autonomy, responsibility, and influence over business development.
- The opportunity to build and expand an international UHNWI client portfolio within an independent wealth management environment.
- A professional, discreet, and dynamic working environment in one of Europe's leading wealth management centres.
- Access to an established network of custodian banks and specialised financial service providers.
- Short decision-making processes, flat hierarchies, and a long-term business philosophy.
- An attractive, performance-oriented compensation package comprising fixed and variable components.
Quote job ref
JN-102026-7134102
Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Where
Zürich
Contract Type
Permanent
Job Reference
JN-102026-7134102
Job Nature
Home Office
Markteinblick
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