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

Schweiz Festanstellung Home Office View Job Description
We are looking for experienced Private Bankers and Relationship Managers who want to operate in a more entrepreneurial setup while remaining within a professional Swiss wealth platform. This role is designed for candidates who can bring, transfer or further develop an existing client book and want greater flexibility, stronger alignment with their own performance and more freedom in how they serve their clients

hinzugefügt 24/07/2026

  • Entrepreneurial Private Banking role for RMs with an existing client book
  • Modern Swiss wealth platform with flexibility and strong financial backing

Firmenprofil

Our 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.

Stellenbeschreibung

  • Transfer, build and further develop your own client book within the platform
  • Manage HNW and UHNW private clients, entrepreneurs and families across international markets
  • Grow assets under management through your existing network, referrals and active business development
  • Provide tailored wealth management and investment solutions in line with client needs
  • Use the platform's onboarding, administration, reporting and investment infrastructure efficiently
  • Maintain long-term client relationships based on trust, discretion and personal ownership
  • Collaborate with internal specialists where needed while keeping full responsibility for the client relationship

Anforderungsprofil

  • Proven experience as a Relationship Manager, Private Banker or independent wealth advisor
  • Existing client book or highly credible network in the HNW / UHNWI segment
  • Clear ability and willingness to transfer or develop client assets on a new platform
  • Entrepreneurial mindset with strong ownership mentality and commercial drive
  • Experience from a private bank, independent asset manager, family office or similar wealth environment
  • High level of professionalism, discretion and trustworthiness
  • Strong understanding of wealth management, investment advisory and client servicing
  • Fluent in English and/or German; additional languages are an advantage depending on target markets



Sonstige Informationen

  • Entrepreneurial employment model with attractive participation in your own business success
  • Flexible and modern platform
  • Strong operational support, fast onboarding and lean internal processes
  • High flexibility regarding work location, client markets and business development approach
  • 100% remote work possible, with access to Swiss office infrastructure where required
  • Financial stability through a strong long-term investor in the background
  • Open architecture mindset and access to a broad range of investment solutions
  • Scalable setup for Relationship Managers who want to build their own franchise inside a professional platform



Referenznummer angeben
JN-072026-7070122

Zusammenfassung

Berufsfeld
Bank- & Finanzwesen
Näheres Berufsfeld
Private Banker / RM / Vermögensverwalter
Branche
Financial Services
Ort
Schweiz
Vertragsart
Permanent
Referenznummer
JN-072026-7070122
Art des Jobs
Home Office

Die Michael Page verpflichtet sich zu Chancengleichheit, als Arbeitgeber genauso wie als Dienstleistungsunternehmen. Wir treffen Rekrutierungsentscheidungen ausschließlich basierend auf Erfahrungen und Fähigkeiten der Bewerberinnen und Bewerber. Diese Maxime gilt nicht nur für unsere Mitarbeiterinnen und Mitarbeiter, sondern auch für unsere Arbeit in der Recruiting-Branche.