Relationship Manager - Private Banking (m/f/d)

• Entrepreneurial Private Banking role for RMs with an existing client book
• Modern Swiss wealth platform with flexibility and strong financial backing

About Our Client

Our client is a modern Swiss wealth management platform built for entrepreneurial advisors who want to serve clients with more flexibility and fewer traditional banking constraints. The firm provides the infrastructure, regulatory framework, operational support and investment access required to manage HNW and UHNW client relationships professionally.
The platform combines efficient onboarding, lean decision-making and strong technology with the financial stability of a well-capitalised investor in the background. This creates an attractive environment for Relationship Managers who want to grow their own client franchise while benefiting from a reliable institutional setup.

Job Description

• Transfer, build and further develop your own client book within the platform
• Manage HNW and UHNW private clients, entrepreneurs and families across international markets
• Grow assets under management through your existing network, referrals and active business development
• Provide tailored wealth management and investment solutions in line with client needs
• Use the platform's onboarding, administration, reporting and investment infrastructure efficiently
• Maintain long-term client relationships based on trust, discretion and personal ownership
• Collaborate with internal specialists where needed while keeping full responsibility for the client relationship

The Successful Applicant

• Proven experience as a Relationship Manager, Private Banker or independent wealth advisor
• Existing client book or highly credible network in the HNW / UHNWI segment
• Clear ability and willingness to transfer or develop client assets on a new platform
• Entrepreneurial mindset with strong ownership mentality and commercial drive
• Experience from a private bank, independent asset manager, family office or similar wealth environment
• High level of professionalism, discretion and trustworthiness
• Strong understanding of wealth management, investment advisory and client servicing
• Fluent in English and/or German; additional languages are an advantage depending on target markets

What's on Offer

• Entrepreneurial employment model with attractive participation in your own business success
• Flexible and modern platform
• Strong operational support, fast onboarding and lean internal processes
• High flexibility regarding work location, client markets and business development approach
• 100% remote work possible, with access to Swiss office infrastructure where required
• Financial stability through a strong long-term investor in the background
• Open architecture mindset and access to a broad range of investment solutions
• Scalable setup for Relationship Managers who want to build their own franchise inside a professional platform