Save Job Back to Search Job Description Summary Similar Jobs added 21/09/2026Entrepreneurial Private Banking role for experienced RMs with client bookIndependent Swiss wealth platform with broad access to banks and asset managersAbout Our ClientOur client is a Swiss-based independent wealth advisory platform serving HNW and UHNW private clients, families and entrepreneurs across Europe and other international markets.The company combines an open-architecture approach with access to a broad network of banks, asset managers and investment providers. Relationship Managers benefit from professional infrastructure, operational support and a strong long-term shareholder in the background, while retaining a high degree of entrepreneurial freedom in how they advise and develop their clients.Job DescriptionBring, transition and further develop an existing portfolio of HNW and UHNW client relationshipsAct as the primary trusted advisor for private clients, entrepreneurs and familiesGrow assets and revenues through existing relationships, referrals and targeted business developmentAdvise clients independently across investment, banking and wealth management solutionsSelect suitable banks, asset managers and investment solutions based on individual client requirementsBuild long-term relationships across European and other international marketsCoordinate onboarding, investment implementation and ongoing portfolio oversightLeverage the platform, specialist network and internal resources to deliver a high-quality client experienceThe Successful ApplicantProven track record as a Private Banker, Relationship Manager, Wealth Manager or independent advisorExisting and transferable client book within the HNW / UHNW segmentStrong entrepreneurial mindset and desire to take ownership of client relationships and commercial resultsEstablished network in one or several international markets, preferably within EuropeExperience from a private bank, independent asset manager, family office or comparable wealth management environmentStrong knowledge of investment advisory, discretionary mandates and broader wealth management solutionsAbility to acquire new assets and expand relationships through referrals and personal networksHigh level of professionalism, discretion and credibility with sophisticated private clientsFluent English; additional European languages are highly valuableWhat's on OfferEntrepreneurial employment model with strong participation in your own commercial successOpportunity to build your own client franchise within an established Swiss wealth platformIndependence from proprietary products and individual banking partnersAccess to a broad universe of banks, asset managers and investment solutionsProfessional infrastructure for onboarding, administration, reporting and manager selectionHigh flexibility regarding client markets and business development approachOpportunity to cover Switzerland, DACH and wider European client marketsLean organisation with direct access to decision-makers and specialist expertiseStrong financial backing combined with an entrepreneurial operating modelLong-term opportunity to scale your book and develop your position within the platformQuote job refJN-032026-6965936Job summaryJob FunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerIndustryFinancial ServicesWhereSwitzerlandContract TypePermanentJob ReferenceJN-032026-6965936
