📍Zürich, Switzerland | On-site / Hybrid

We are currently advising an independent wealth management firm in Switzerland on the appointment of an experienced Client Relationship Manager.

This role is designed for a Relationship Manager with an established client base who is seeking a more stable, discreet, and client-aligned platform from which to further develop their relationships over the long term.

The firm operates with a clear philosophy: independence, continuity, and an advisory approach free from short-term market pressures. It offers a well-established infrastructure and access to multidisciplinary expertise, allowing Relationship Managers to focus on what matters most - their clients.

The Role

As Client Relationship Manager, you will act as the principal point of contact for your clients, managing and developing relationships grounded in trust, continuity, and high standards of service.

You will be supported by a team of internal specialists across portfolio management, tax structuring, and insurance solutions, enabling you to deliver considered, tailored advice while maintaining full alignment with Swiss regulatory standards.

This is a role with a high degree of personal responsibility and autonomy, suited to individuals who value long-term client stewardship over transactional activity.

Key Responsibilities

• Managing and developing your existing client relationships with a long-term perspective
• Serving as a trusted advisor to high-net-worth individuals and families
• Coordinating with internal experts to structure bespoke wealth management solutions
• Ensuring all client activity is conducted in line with FINMA requirements and internal governance standards
• Identifying opportunities for organic growth within your client base and broader network
• Upholding the firm’s standards of discretion, professionalism, and client care

The Ideal Profile

This position is intended for established Relationship Managers who bring both experience and a portable client base.

You should offer:

• A minimum of 5 years’ experience in client relationship management within private banking or wealth management
• An existing book of clients (a prerequisite for consideration)
• EU/EFTA passport (Swiss work authorization requirements apply)
• Fluent English (C1 level or above); German or Spanish would be advantageous

Personal Qualities

• A measured, professional approach with strong personal credibility
• A high level of discretion and integrity
• A genuine commitment to long-term client relationships
• A thoughtful, advisory mindset rather than a purely commercial focus
• The ability to operate effectively within an international, multicultural environment

The Platform

You will be joining a well-established, privately backed wealth management platform with over five decades of heritage in private banking.

The organization maintains a deliberately structured, senior environment, with approximately 40+ professionals across front, middle, and back office functions. Teams are based across Zürich and Miami, with close collaboration and direct access to internal expertise across all key disciplines.

Compensation and Structure

The firm offers a compensation model aligned with long-term performance and client value:

• Revenue-sharing structure linked to your portfolio
• Participation / intéressement
• Flexible working arrangements
• Additional benefits discussed on an individual basis

Career Trajectory

The platform is positioned for continued growth across Switzerland and internationally. Relationship Managers who demonstrate consistent performance and alignment with the firm’s philosophy may progress into senior roles or take on broader responsibilities within the advisory practice.

Selection Process

The selection process will consist of:

1. Initial discussion
2. On-site meetings in Zürich

Requirements

In line with Swiss market standards, interested candidates should be able to provide:

• Curriculum Vitae
• Work certificates
• Reference letters
• Academic diplomas

Your Next Steps

We recognize that conversations at this level require discretion. If you are an established Relationship Manager considering a move to a more independent and client-aligned environment, we'd love to meet you. Reach out to us or fill out the form and share your details in preparation for a confidential discussion.