Senior Relationship Manager

Senior Relationship Manager - Geneva, Switzerland

This role is pivotal in driving the future success of a Wealth Management firm who are dedicated to being a trusted steward of resources across generations and economic cycles.

The chosen candidate will manage and expand relationships with high-net-worth clients across Europe, Latin America, Asia, and the Middle East, focusing on providing tailored financial solutions. A strong background in private banking, client acquisition, and a commitment to client service is essential.

Key Highlights of the Role:

• Over 10 years of managing private banking clients, ensuring significant client engagement and successful client transfers.
• Work with clients based in Europe, Latin America, Asia, and the Middle East, providing a broad international scope.
• The role requires fiscal residence in Switzerland, ensuring alignment with local regulations and client expectations.
• Proven experience managing $100M+ AUM with the capacity to transition a portion of your book.
• Opportunity to be independent while working within a team of other Relationship Managers and Advisors.
• The candidate must have a strong, checkable background in wealth management, ensuring trust and credibility with clients and within the firm.
• Must have your own book.
• Fluency in English is essential.

  What Our Client Provides

• A structured transition process designed to ensure continuity and foster growth across all client relationships.
• Access to leading-edge wealth management platforms and tools, enhancing client interaction and promoting strong portfolio outcomes.
• A rewards-based compensation structure, with significant bonuses tied to AUM growth and successful client acquisition.
• A comprehensive compliance and fiduciary framework, delivering high standards of security and trust for both clients and advisors in the wealth management sector.

Diversity & Inclusion

Our clients are dedicated to fostering an inclusive environment and encourage applications from all backgrounds. We welcome candidates regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.