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

Vollzeit

Michael Page Suisse

Our client is a Swiss-based independent wealth advisory platform serving HNW and UHNW private clients, families and entrepreneurs across Europe and other international markets. < >< > The company combines an open-architecture approach with access to a oad network of banks, asset managers and investment providers. Relationship Managers benefit from professional infrastructure, operational support and a strong long-term shareholder in the background, while retaining a high degree of entrepreneurial freedom in how they advise and develop their clients. Bring, transition and further develop an existing portfolio of HNW and UHNW client relationships Act as the primary trusted advisor for private clients, entrepreneurs and families Grow assets and revenues through existing relationships, referrals and targeted business development Advise clients independently across investment, banking and wealth management solutions Select suitable banks, asset managers and investment solutions based on individual client requirements Build long-term relationships across European and other international markets Coordinate onboarding, investment implementation and ongoing portfolio oversight Leverage the platform, specialist network and internal resources to deliver a high-quality client experience < >< > Entrepreneurial Private Banking role for experienced RMs with client book Independent Swiss wealth platform with oad access to banks and asset managers Proven track record as a Private Banker, Relationship Manager, Wealth Manager or independent advisor Existing and transferable client book within the HNW / UHNW segment Strong entrepreneurial mindset and desire to take ownership of client relationships and commercial results Established network in one or several international markets, preferably within Europe Experience from a private bank, independent asset manager, family office or comparable wealth management environment Strong knowledge of investment advisory, discretionary mandates and oader wealth management solutions Ability to acquire new assets and expand relationships through referrals and personal networks High level of professionalism, discretion and credibility with sophisticated private clients Fluent English; additional European languages are highly valuable < >< > Entrepreneurial employment model with strong participation in your own commercial success Opportunity to build your own client franchise within an established Swiss wealth platform Independence from proprietary products and individual banking partners Access to a oad universe of banks, asset managers and investment solutions Professional infrastructure for onboarding, administration, reporting and manager selection High flexibility regarding client markets and business development approach Opportunity to cover Switzerland, DACH and wider European client markets Lean organisation with direct access to decision-makers and specialist expertise Strong financial backing combined with an entrepreneurial operating model Long-term opportunity to scale your book and develop your position within the platform < >< > .
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