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Relationship Officer

Genf Festanstellung View Job Description
Join a leading Swiss private banking environment as a Relationship Officer in delivering high-quality service to a sophisticated client base. This is a high-exposure role offering strong career progression.

hinzugefügt 24/02/2026

  • Build and develop your own client base with long-term career growth potential
  • Work in a flexible, entrepreneurial environment with performance-based upside

Firmenprofil

Our client is a fast-growing Swiss wealth advisory firm founded by highly recognised economists and entrepreneurs. The firm operates with a strictly client-centric approach, delivering independent, transparent and high-quality wealth management advice.

The organisation combines deep investment expertise with a modern, agile structure. It promotes entrepreneurial thinking, collaboration and continuous learning through regular training and knowledge-sharing initiatives. Professionals benefit from flexible working arrangements, performance-based remuneration and the opportunity to take on increasing responsibility as they develop their own client relationships.

This is an environment designed for ambitious individuals who want to build long-term careers in wealth management while maintaining autonomy and impact.

Stellenbeschreibung

  • Prepare investment strategies and portfolio architecture documentation using proprietary wealth systems.
  • Coordinate investment proposals, manager selection processes and implementation follow-up.
  • Prepare and follow up on investment committee meetings (agenda, materials, minutes).
  • Support client meetings and participate in advisory discussions.
  • Collaborate on cross-functional strategic projects.
  • Contribute to client acquisition efforts alongside senior consultants.
  • Develop your own client relationships with structured coaching and mentoring.

Anforderungsprofil

  • Entrepreneurial mindset with strong initiative.
  • Strong interest in client-focused wealth advisory (not product sales-driven).
  • Well organised, autonomous and disciplined in time management.
  • Comfortable combining analytical preparation with direct client interaction.
  • Solid educational background (university degree, higher professional education or equivalent).
  • Motivated by flexible working structures (part-time possible from 40%).

Sonstige Informationen

  • Independent, client-only advisory model.
  • Flexible and self-determined working structure.
  • Performance-based and transparent remuneration.
  • Ongoing internal training and knowledge-sharing culture.
  • Clear path toward building your own client franchise.
  • Potential long-term equity participation within the platform.
Referenznummer angeben
JN-022026-6952187

Zusammenfassung

Berufsfeld
Bank- & Finanzwesen
Näheres Berufsfeld
Private Banker / RM / Vermögensverwalter
Branche
Financial Services
Ort
Genf
Vertragsart
Permanent
Referenznummer
JN-022026-6952187

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