Relationship Officer

Our client is a fast-growing Swiss wealth advisory firm founded by highly recognised economists and entrepreneurs. The firm operates with a strictly client-centric approach, delivering independent, transparent and high-quality wealth management advice. < >< > The organisation combines deep investment expertise with a modern, agile structure. It promotes entrepreneurial thinking, collaboration and continuous learning through regular training and knowledge-sharing initiatives. Professionals benefit from flexible working arrangements, performance-based remuneration and the opportunity to take on increasing responsibility as they develop their own client relationships. < >< > This is an environment designed for ambitious individuals who want to build long-term careers in wealth management while maintaining autonomy and impact. Prepare investment strategies and portfolio architecture documentation using proprietary wealth systems. Coordinate investment proposals, manager selection processes and implementation follow-up. Prepare and follow up on investment committee meetings (agenda, materials, minutes). Support client meetings and participate in advisory discussions. Collaborate on cross-functional strategic projects. Contribute to client acquisition efforts alongside senior consultants. Develop your own client relationships with structured coaching and mentoring. Build and develop your own client base with long-term career growth potential Work in a flexible, entrepreneurial environment with performance-based upside Entrepreneurial mindset with strong initiative. Strong interest in client-focused wealth advisory (not product sales-driven). Well organised, autonomous and disciplined in time management. Comfortable combining analytical preparation with direct client interaction. Solid educational background (university degree, higher professional education or equivalent). Motivated by flexible working structures (part-time possible from 40%). Independent, client-only advisory model. Flexible and self-determined working structure. Performance-based and transparent remuneration. Ongoing internal training and knowledge-sharing culture. Clear path toward building your own client franchise. Potential long-term equity participation within the platform..