Senior Relationship Manager – Farmer role

Vor 6 Tagen


Zürich, Zürich, Schweiz Altus Search Ltd Vollzeit
Senior Relationship Manager – Farmer role

Title: Senior Relationship Manager – Farmer role

Date: 25th March 2025

Our client is looking for a Senior Relationship Manager to provide support, advice, and a strategic approach to existing high net-worth clients. The individual would manage a portfolio and offer private banking services.

Duties Include:

  • Manage existing portfolio of clients.
  • Build strong relationships and attract new clients with private banking and wealth management needs.
  • Ensure efficient service and wealth structuring systems are in place.
  • Provide advice to high-net-worth individuals, senior management, and support staff.
  • Manage the relationship with clients, investment managers, and senior colleagues.
  • Prepare business reports for distribution to investment management.
  • Manage risks in a timely manner by following the firm's and external regulatory standards.
  • Stay informed about competition, market, and client activities in Switzerland.
  • Provide clients with updated market information and conduct analysis based on the information obtained.

The preferred candidate will ideally have a private banking, relationship management, and investment banking background, demonstrating an understanding of how to deal with high net-worth individuals daily. Fluency in German and French is a must. Excellent communication and interpersonal skills are required to interact effectively at all levels of business.

If you are interested in this opportunity, please email your C.V. to contact@altussearch.ch or call Altus Search on +41 (0) 41 560 02 21 for a confidential discussion.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance
  • Banking
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