We are looking for a senior Client Relationship Manager with a strong footprint in Switzerland and a proven ability to manage and transfer an existing book of clients. This role is for a commercially driven, trust-based advisor who understands the expectations of high-net-worth clients and operates with full regulatory awareness. You will act as the primary point of contact for your clients, ensuring tailored wealth solutions while contributing to the long-term growth of the platform.

This is not a pure servicing role - you are expected to actively develop and expand your client base while maintaining impeccable compliance standards.

Responsibilities

• Manage and develop an existing portfolio of private clients

• Transfer and integrate your book of business into the platform

• Act as trusted advisor for wealth structuring and long-term asset growth

• Conduct client meetings and maintain ongoing relationship follow-up

• Identify new business opportunities and expand your network in Switzerland

• Collaborate with internal specialists to deliver holistic wealth solutions

• Ensure full compliance with FINMA regulations and internal policies

• Monitor market developments and provide strategic insights to clients

• Maintain accurate onboarding documentation and KYC processes

• Protect and enhance the firm’s reputation through high-quality client service

Requirements

• Proven experience in client relationship management within wealth management, private banking, or asset management

• Ownership of a transferable book of clients

• Strong understanding of Swiss regulatory environment (FINMA framework)

• Entrepreneurial mindset with business development capabilities

• Excellent relationship-building and negotiation skills

• Fluency in English; German and/or other languages are a strong asset

• High level of discretion and professionalism

• Ability to operate autonomously while contributing to a collaborative team

Benefits

• Revenue-sharing compensation model aligned with your portfolio performance

• High level of autonomy in managing and growing your book

• Support from a multidisciplinary wealth management platform

• International exposure within a regulated and reputable structure

• Flexible working conditions