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Independent Relationship Manager (m/f/d)

Schweiz Festanstellung Home Office View Job Description
This is a rare opportunity for experienced Relationship Managers seeking greater independence without sacrificing stability. Build and manage your own client book on a modern global wealth platform backed by long-term capital. The model combines entrepreneurial freedom, fast onboarding and institutional infrastructure, with full flexibility - including 100% remote work if desired.

hinzugefügt 18/02/2026

  • Entrepreneurial Relationship Management role with global market access
  • Financially strong wealth platform backed by a prominent family office

Firmenprofil

Our client is a Swiss-based wealth management platform designed for entrepreneurial Relationship Managers. The firm offers institutional-grade custody, execution, and regulatory infrastructure while maintaining an agile and advisor-centric culture.

Importantly, the platform is financially backed by a well-established and prominent family office, ensuring long-term stability, strategic patience, and strong capitalization. Advisors benefit from a modern operating model, fast onboarding processes, and global investment access, without the constraints of traditional banking hierarchies.

A new office environment is being developed, yet advisors may operate from Zurich, other Swiss cities - or fully remote from anywhere in Switzerland.

Stellenbeschreibung

  • Build and grow your own client book across international markets
  • Manage and advise HNW and UHNW clients with a holistic wealth approach
  • Generate new assets through active networking and entrepreneurial initiative
  • Deliver tailored investment solutions using an open-architecture platform
  • Maintain long-term client relationships built on trust and performance
  • Operate independently while leveraging centralized operational support



Anforderungsprofil

  • Proven experience as a Relationship Manager in Private Banking or an independent wealth environment
  • Demonstrated ability to acquire clients and grow assets under management
  • Entrepreneurial mindset with strong ownership mentality
  • Established network and credibility within your target markets
  • Desire to operate within a modern, flexible wealth platform
  • Fluency in English; additional market specific languages are a plus



Sonstige Informationen

  • Entrepreneurial compensation model with significant long-term upside
  • Financial stability through backing by a prominent family office
  • Open architecture platform with global custody and investment access
  • Fast and efficient client onboarding processes
  • 100% remote work possible with full operational support
  • Modern infrastructure with lean governance and fast decision-making
  • Opportunity to build your own franchise within a scalable platform



Referenznummer angeben
JN-022026-6949667

Zusammenfassung

Berufsfeld
Bank- & Finanzwesen
Näheres Berufsfeld
Private Banker / RM / Vermögensverwalter
Branche
Financial Services
Ort
Schweiz
Vertragsart
Permanent
Referenznummer
JN-022026-6949667
Art des Jobs
Home Office

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