Team Head / Senior Relationship Manager - EAM
Job Title: Team Head or Senior Relationship Manager - External Asset Managers (EAM)
Location: Lugano, Switzerland
Industry: Private Banking / Wealth Management
About the Employer:
Our client is a well-established, internationally renowned private bank with a strong presence in Switzerland and across Europe. Known for its long-term vision, stability, and client-centric approach, the bank offers a sophisticated platform for External Asset Managers (EAMs) and private clients. The Lugano office plays a strategic role in serving both the local Ticino market and cross-border clients, particularly in Italy.
Position Overview:
We are currently seeking a senior professional to join the Lugano office as either the Team Head of the EAM desk or as a Senior Relationship Manager, depending on the candidate's experience and career aspirations. This role is a succession hire, replacing the current Team Head who is retiring.
The ideal candidate will bring a strong network in the Ticino and/or Italian EAM markets, a proven track record in client relationship management, and the ability to contribute to business development. Leadership experience is a plus but not a requirement.
Key Responsibilities:
- Lead and develop a team of EAM professionals (for candidates applying as Team Head).
- Manage and grow a personal portfolio of EAM clients, delivering tailored investment solutions.
- Drive client acquisition and deepen relationships within the Ticino and Italian EAM markets.
- Collaborate with internal teams to enhance the EAM offering and ensure operational excellence.
- Represent the bank's values and long-term commitment to partnership and discretion.
Candidate Profile:
- Extensive experience in private banking or wealth management, with a focus on EAMs.
- Strong understanding of the Ticino and/or Italian EAM ecosystems.
- Leadership experience is advantageous but not essential; high-performing Senior RMs are welcome to apply.
- Entrepreneurial mindset with excellent interpersonal and communication skills.
- Fluency in Italian and English; other languages are a plus.
What's on Offer:
- A prestigious and stable platform with a long-term strategic vision.
- Flexibility to take on a leadership role or focus purely on client development.
- Competitive compensation and benefits.
- A collaborative and professional working environment in Lugano.
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