Senior Relationship Manager - Lugano
A boutique private bank based in Lugano is seeking experienced Relationship Managers to join its growing team. Known for its personalised service, discretion, and entrepreneurial spirit, the bank offers a flexible and client-centric platform designed for bankers who value autonomy and long-term relationships. With a lean structure and direct access to decision-makers, this is an ideal environment for professionals looking to build their business with agility and support.
Responsibilities
- Acquire and manage a portfolio of high-net-worth clients, leveraging your existing network.
- Deliver tailored wealth management solutions using the bank's open-architecture platform.
- Collaborate closely with internal teams to ensure seamless onboarding and service delivery.
- Maintain high standards of integrity, discretion, and client care.
- Contribute to the bank's growth through proactive business development and relationship building.
Key Qualifications
- Proven experience in private banking or wealth management.
- Strong client network and ability to onboard assets independently.
- Entrepreneurial mindset with a preference for autonomy and flexibility.
- Comfortable working in a boutique setting with direct access to leadership.
- Fluent in English; additional languages such as Italian, French, or German are a plus.
Benefits
- Transparent bonus structure with up to 35% revenue share.
- Flexible working environment with a non-aggressive approach to targets.
- Direct access to the Head of Compliance and COO for operational efficiency.
- Custodian relationships with other banks for added client flexibility.
- Opportunity to work in Lugano, one of Switzerland's most scenic financial hubs.
This is a unique opportunity to join a boutique private bank that values independence, transparency, and long-term client relationships. If you are a driven Relationship Manager ready to take ownership of your business in a supportive and agile environment, we invite you to explore this opportunity further.
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