• Entrepreneurial Relationship Management role with global market access
  • Financially strong wealth platform backed by a prominent family office

About Our Client

Our client is a Swiss-based wealth management platform designed for entrepreneurial Relationship Managers. The firm offers institutional-grade custody, execution, and regulatory infrastructure while maintaining an agile and advisor-centric culture.

Importantly, the platform is financially backed by a well-established and prominent family office, ensuring long-term stability, strategic patience, and strong capitalization. Advisors benefit from a modern operating model, fast onboarding processes, and global investment access, without the constraints of traditional banking hierarchies.

A new office environment is being developed, yet advisors may operate from Zurich, other Swiss cities - or fully remote from anywhere in Switzerland.

Job Description

• Build and grow your own client book across international markets
• Manage and advise HNW and UHNW clients with a holistic wealth approach
• Generate new assets through active networking and entrepreneurial initiative
• Deliver tailored investment solutions using an open-architecture platform
• Maintain long-term client relationships built on trust and performance
• Operate independently while leveraging centralized operational support

The Successful Applicant

• Proven experience as a Relationship Manager in Private Banking or an independent wealth environment
• Demonstrated ability to acquire clients and grow assets under management
• Entrepreneurial mindset with strong ownership mentality
• Established network and credibility within your target markets
• Desire to operate within a modern, flexible wealth platform
• Fluency in English; additional market specific languages are a plus

What's on Offer

• Entrepreneurial compensation model with significant long-term upside
• Financial stability through backing by a prominent family office
• Open architecture platform with global custody and investment access
• Fast and efficient client onboarding processes
• 100% remote work possible with full operational support
• Modern infrastructure with lean governance and fast decision-making
• Opportunity to build your own franchise within a scalable platform

Quote job ref

JN-022026-6949667

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Switzerland

Contract Type

Permanent

Job Reference

JN-022026-6949667

Job Nature

Home Office