Save Job Back to Search Job Description Summary Similar Jobs Added 24/07/2026Entrepreneurial Private Banking role for RMs with an existing client bookModern Swiss wealth platform with flexibility and strong financial backingAbout Our ClientOur client is a modern Swiss wealth management platform built for entrepreneurial advisors who want to serve clients with more flexibility and fewer traditional banking constraints. The firm provides the infrastructure, regulatory framework, operational support and investment access required to manage HNW and UHNW client relationships professionally.The platform combines efficient onboarding, lean decision-making and strong technology with the financial stability of a well-capitalised investor in the background. This creates an attractive environment for Relationship Managers who want to grow their own client franchise while benefiting from a reliable institutional setup.Job DescriptionTransfer, build and further develop your own client book within the platformManage HNW and UHNW private clients, entrepreneurs and families across international marketsGrow assets under management through your existing network, referrals and active business developmentProvide tailored wealth management and investment solutions in line with client needsUse the platform's onboarding, administration, reporting and investment infrastructure efficientlyMaintain long-term client relationships based on trust, discretion and personal ownershipCollaborate with internal specialists where needed while keeping full responsibility for the client relationshipThe Successful ApplicantProven experience as a Relationship Manager, Private Banker or independent wealth advisorExisting client book or highly credible network in the HNW / UHNWI segmentClear ability and willingness to transfer or develop client assets on a new platformEntrepreneurial mindset with strong ownership mentality and commercial driveExperience from a private bank, independent asset manager, family office or similar wealth environmentHigh level of professionalism, discretion and trustworthinessStrong understanding of wealth management, investment advisory and client servicingFluent in English and/or German; additional languages are an advantage depending on target marketsWhat's on OfferEntrepreneurial employment model with attractive participation in your own business successFlexible and modern platformStrong operational support, fast onboarding and lean internal processesHigh flexibility regarding work location, client markets and business development approach100% remote work possible, with access to Swiss office infrastructure where requiredFinancial stability through a strong long-term investor in the backgroundOpen architecture mindset and access to a broad range of investment solutionsScalable setup for Relationship Managers who want to build their own franchise inside a professional platformQuote job refJN-072026-7070122Job summaryJob FunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerIndustryFinancial ServicesWhereSwitzerlandContract TypePermanentJob ReferenceJN-072026-7070122Job NatureHome Office