Hybrid Lausanne Relationship Manager
Our client, a prestige Swiss private bank, is seeking a Relationship Manager to deliver high-quality service to High Net Worth and Ultra High Net Worth clients.
What makes this opportunity particularly compelling is the focus is on developing these markets and helping grow an already established franchise. It is very much a hybrid relationship role rather than a pure hunter.
Key Responsibilities:
- Manage and develop a portfolio of Swiss-domiciled private clients
- Build trusted, long-term relationships with high-net-worth individuals and families
- Identify opportunities to grow assets under management through existing relationships, referrals and new client acquisition
- Provide holistic wealth-management advice across investments, discretionary and advisory mandates, financing, retirement planning and broader wealth-structuring requirements
- Work closely with investment specialists, portfolio managers and other internal experts to deliver tailored client solutions
- Maintain a strong understanding of client's objectives, risk profiles and financial circumstances
- Ensure all client activity is conducted in line with Swiss regulatory and compliance requirements
Requirements:
- 5-10 years relevant experience in private banking or wealth management
- Strong understanding of the Swiss domestic private-client market
- Familiarity with client onboarding, KYC, AML, and regulatory requirements within the wealth management industry.
- Lausanne-based or wider French-speaking Swiss region / willing to relocate
- Strong knowledge of investment products and wealth-management solutions
- Existing portfolio or Swiss-domiciled clients would be highly advantageous
- Fluent French and strong English, German would be advantageous
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