Relationship Manager - Zurich/Lugano
A boutique private bank with a growing presence in Switzerland is offering a unique opportunity for entrepreneurial Relationship Managers to join its Zurich office. With a flexible, client-centric approach and a commitment to market purity, the bank stands apart from traditional institutions. It offers direct access to senior leadership, including the Head of Compliance and CEO, and maintains custodian relationships with other banks to ensure seamless client servicing.
Responsibilities
- Act as a hunter Relationship Manager, responsible for acquiring and managing your own portfolio of private clients.
- Leverage your existing network to drive new business and onboard assets independently.
- Deliver bespoke wealth solutions using the bank's open-architecture platform.
- Collaborate closely with senior leadership and operational teams for efficient execution.
- Maintain high standards of discretion, integrity, and client service.
- Contribute to the bank's growth while operating in a non-aggressive, quality-focused environment.
Key Qualifications
- Proven track record in client acquisition and relationship management.
- Strong personal or professional network in private banking or related sectors.
- Entrepreneurial mindset with a preference for autonomy and flexibility.
- Comfortable working in a boutique setting with direct access to decision-makers.
- Open to candidates seeking relocation to Lugano or based in Zurich.
Benefits
- Transparent bonus structure with up to 35% revenue share.
- Non-aggressive net new money targets - focus on quality over quantity.
- Custodian relationships with other banks for added flexibility.
- Direct access to senior leadership and continuous support.
- Opportunity to work in Zurich with optional relocation to Lugano.
This is a rare 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 flexible environment, we invite you to explore this opportunity further.
FAQs
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