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Senior Relationship Manager (f/m/d) - Switzerland, Europe, UK, Middle East, Latam or USA

Oprandi & Partner AG

Your responsibilities

As a full-time Senior Private Banker, you will provide holistic advice to your wealthy private clients across the entire value chain while actively representing our principal. By transitioning and acquiring clients in your respective target markets, you will build a sustainable book of business and execute a personal, realistic business plan leveraging their multi-custodian platform. Your focus will be on managing and growing a sophisticated portfolio, preferably catering to HNW and UHNW individuals with investable assets starting from CHF 2 million up to CHF 10 million and beyond. In addition to managing the P&L of your own portfolio, you will also serve as an important role model and mentor for junior wealth managers.

Your identity

You are an established, elite front-line professional with 10 and more years of experience with deep roots in the Swiss financial ecosystem and a proven track record of acquiring and guiding clients through their financial journeys. Your academic foundation and/or extensive experience in private banking are backed by certifications, deep regulatory expertise, and the ability to leverage a high-caliber network with a significant, transferable book of business. This role demands both the refined interpersonal skills necessary for sophisticated asset management and a natural talent for leveraging an open-architecture platform. Ultimately, you will enjoy full entrepreneurial autonomy as a highly resilient, proactive, and 'thoroughbred' wealth manager driven by deep occupational passion, absolute authenticity, and an unwavering commitment to going the extra mile.

Your prospects

Would you thrive in an entrepreneurial environment completely dedicated to pure, conflict-free independent wealth management? Do you plan to make a move from a Bank or another EAM to an ambitious, partner-led firm in Zurich to scale your business? Does the dynamic agility of an international boutique in the heart of Zurich match your professional ambitions? Are you looking for a sophisticated investment platform that acts as a true multiplier for your client relationships? Finally, are you ready to leverage your expertise, bypass institutional constraints, capitalize on the firm's momentum to grow revenues threefold, and unlock the next level of exceptional growth for you and your clients?

Die Stellenanzeige wurde vor Vor 2 Tagen veröffentlicht
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