The Role
Manage and grow relationships with wealth management clients in Zurich. Assess client financial goals, coordinate bespoke investment and wealth strategies, oversee onboarding and documentation, provide compliant advice under FINMA regulations, identify new business opportunities, and collaborate with internal specialists across portfolio management, investment advisory, tax, insurance, and related services. The role requires an existing client book, strong English skills, and the right to work in Switzerland.
Summary Generated by Built In
A privately owned leading Wealth Management solutions firm operating as a true fiduciary with a legacy spanning over 50 years in private banking, across continental Europe is opening a Client Relationship Manager role in Zurich, Switzerland
The firm offers a complete spectrum of services tailored to its clientele and enjoys a significant international footprint, with operational hubs in key global financial centers.
These include : Audit of Assets | Consolidation of Assets | Wealth Tax Management & Insurance solutions | Distribution of dedicated Investment | Fund Product Structuring through third party partners | Investment Advisory | Portfolio Management
It is a privately owned firm with exceptional financial stability, still benefiting from the backing of a robust financial group, yet maintaining full operational independence enabling a long-term strategic outlook, unburdened by short-term market pressures. This approach ensures a steadfast alignment of interests with its clients, upholding a strong tradition in private banking and sophisticated wealth management.
NB : This role requires a current Right to Work in Switzerland or an EU/AELE passport and the employer will not assist/sponsor with paperwork.
MISSIONS
As the Relationship Manager you will serve as the principal point of contact for a diverse client base within the designated region. Your focus is on cultivating and sustaining robust, trust-based relationships, characterized by utmost discretion.
You will join a team of 40 (Back/middle Office + relatioship Managers)
A core aspect involves thoroughly understanding individual client financial profiles and aspirations to orchestrate bespoke wealth management strategies, drawing upon the firm's extensive multidisciplinary capabilities.
You will significantly contributes to enhancing the firm's standing through the provision of exceptional service, strict adherence to regulatory frameworks, and the proactive recommendation of solutions aimed at the long-term preservation and appreciation of client assets.
Key daily tasks involve:
- Engaging in regular client consultations and ensuring continuous relationship management.
- Evaluating client financial landscapes and partnering with internal experts to devise appropriate investment and wealth plans.
- Facilitating the client onboarding/integration process, ensuring meticulous documentation and precise record-keeping.
- Keeping abreast of market trends and evolving regulatory environments to offer pertinent advice.
- Proactively identifying new business prospects within the designated market and strategically expanding the client portfolio.
- Guaranteeing complete compliance with all applicable FINMA/financial regulations and internal governance policies.
- Collaborating with various internal departments to provide comprehensive support across the entire spectrum of wealth management services.
Requirements
- Proven experience and demonstrated track record in fostering and managing client relationships.
- Client Relationship management preferably in Wealth management or capital markets domains would be a distinct
advantage.
- You already own an exploitable book of clients you can leverage on.
- Exceptional command of the English language, both written and spoken.
- Additional linguistic
proficiencies, such as German or Spanish, are considered a valuable asset.
- An inherent drive for initiative, coupled with a profound dedication to client satisfaction.
- Genuine curiosity for the intricacies of financial ecosystems.
Benefits
Interview process :
3 interviews
First HR Screening
Team interview
Onsite Interview
Conditions
Permanent role
Salary : up to 400k CHF including attractive incentive compensation package based on sharing revenue generated
Work Pattern : Hybrid remote
Skills Required
- Proven experience and a demonstrated track record managing and fostering client relationships
- Client relationship management experience in wealth management or capital markets
- An exploitable existing book of clients
- Exceptional written and spoken English language skills
- German or Spanish language proficiency
- Initiative and strong dedication to client satisfaction
- Curiosity about financial ecosystems
- Current right to work in Switzerland or an EU/AELE passport
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The Company
What We Do
The company is a Web3 trading business building a builder-code product on Hyperliquid. Its decentralized technology aims to broaden access to global financial markets spanning crypto, equities, commodities, and other assets. The platform supports on-chain perpetuals trading and has processed more than $65 billion in cumulative volume with over 400,000 registered traders, while scaling backend infrastructure, APIs, data pipelines, real-time delivery, and databases.
