Client Relationship Manager (Wealth Management)
Job Overview
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
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
Requirements
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
Benefits
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