Senior Relationship Manager

Vor 6 Tagen

Zürich, Zürich, Schweiz Everon AG Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

Senior Relationship Manager - Exclusive Platform Partnership

Everon (Bilanz Switzerland's #1 Wealth Manager 2025) seeks accomplished Relationship Managers for selective partnerships on our FINMA-regulated platform.

Flexible Structure

This is a partnership opportunity for senior advisors who have:

  • Built substantial HNWI client relationships over 10+ years.
  • Want complete investment independence.
  • Desire to serve clients in a boutique, personalized environment.
  • Entrepreneurial mindset and proven relationship management success.

The Opportunity

Complete Independence

  • You own your client relationships and investment approach.
  • Full autonomy in strategy, asset allocation, and service model.
  • Your practice, your way - no institutional constraints.

Institutional Support

  • FINMA-regulated infrastructure and compliance.
  • All back-office operations handled (no administrative burden).
  • Advanced technology platform.
  • Custom financial product development.

Boutique Positioning

  • Your HNWI clients receive truly personalized service.
  • Not "one of many" in a large organization.
  • Quality over quantity approach.
  • Maintain the trust and connection you've built.

Performance Economics

  • No earning caps or revenue limits.
  • Your practice growth = your income growth.
  • Designed to reward successful advisors.

Who Should Explore This

We're selective. This works for advisors who have:

  • Substantial Portable Relationships
  • Built over years at premium Swiss banks or wealth managers, with clients who trust you beyond the brand.
  • Senior-Level Experience
  • Typically 10+ years as RM, Private Banker, or Investment Advisor at major institutions.
  • Entrepreneurial Drive
  • Want to build something of your own, comfortable with independence and accountability.
  • Relationship Excellence
  • Your clients value your personal advice and service, not just the institutional name.
  • Swiss Location
  • Currently based in Switzerland managing client relationships.

Why Senior Advisors Transition

Our partners previously worked at banks and other established firms. They chose independence to:

  • Gain complete investment control and client service freedom.
  • Eliminate bureaucracy that constrained their effectiveness.
  • Capture more value from relationships they cultivated.
  • Serve sophisticated clients in boutique, personalized setting.
  • Build lasting value for themselves, not just an institution.

Complete discretion assured.

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