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Senior Relationship Manager – Entrepreneurs
vor 7 Stunden
Ref: 450ASISWPB
Title: Senior Relationship Manager – Entrepreneurs & Family Office Clients
Location: Zurich
Salary: Attractive
Date: 29th January 2026
Our client is looking for a Senior Relationship Manager to provide support, advice, and a strategic approach to high net-worth clients. The individual would manage a portfolio and offer private banking services.
Duties Include:
- To have an existing portfolio of clients.
- To be able to build strong relationships and attract new clients with private banking and wealth management needs to the group.
- Ensure that efficient service and wealth structuring systems are in place.
- Provide advice to the high-net-worth individuals, senior management and support staff.
- Manage the relationship with clients, investment managers and senior colleagues.
- Prepare business reports which can be distributed to the investment management.
- Manage risks in a timely manner by following the firm's and external regulatory standards.
- Be abreast of competition, market and client activities in Switzerland.
- Provide clients all the updated market information and conduct an analysis based on the information obtained.
The preferred candidate will ideally have a private banking, relationship management and investment banking background and demonstrate an understanding of how to deal with high net-worth individuals on a daily basis. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.
If you are interested in this opportunity, please email your C.V. to or call Altus Search on for a confidential discussion.
