Description
- Uncaped Bonus
- International UHNWI/HNWI
About Our Client ##
A Zurich-based, entrepreneurial External Asset Manager providing independent, tailored wealth management solutions to international HNW and UHNW clients through a flexible platform, strong banking partnerships and a client-centric approach.
Job Description ##
- Independently manage and develop an existing portfolio of international private clients.
- Bring and actively develop your own established client book and network.
- Act as a trusted and long-term advisor to clients and their families.
- Take full entrepreneurial responsibility for the development and profitability of your client relationships.
- Identify additional needs and opportunities within your existing client base and develop the relationships accordingly.
- Acquire new clients through your personal network, referrals, professional intermediaries and targeted business development activities.
- Build and maintain long-term relationships with clients, family offices, external asset managers, lawyers, tax advisors and other professional intermediaries.
- Coordinate individual wealth management solutions in collaboration with portfolio managers, investment specialists, banks and other external partners.
- Ensure a high level of client service and act as the central point of contact for your clients.
- Develop and implement your own business development strategy for relevant international markets.
- Represent the company at client meetings, industry events and international networking opportunities.
- Monitor regulatory, market and geopolitical developments relevant to your international client base.
The Successful Applicant ##
- Several years of successful experience as a Relationship Manager, Client Advisor or similar role within private banking, wealth management or an EAM environment.
- Proven track record of managing and developing international private clients.
- Existing and transferable client book with demonstrable business potential.
- Strong network among HNW/UHNW clients and/or relevant professional intermediaries.
- Entrepreneurial mindset with a strong sense of ownership and commercial drive.
- Demonstrated ability to originate new business and develop existing client relationships.
- Excellent understanding of wealth management, investment solutions and financial markets.
- Strong interpersonal and communication skills and the ability to build trusted, long-term relationships.
- Ability to work independently while effectively leveraging internal and external specialists.
- High level of integrity, discretion and professionalism when dealing with sophisticated private clients.
- Strong understanding of regulatory and compliance requirements relevant to international clients.
- Fluency in English; additional languages are highly advantageous depending on the target markets.
- Swiss residency or an established professional network in Switzerland is an advantage.
What's on Offer ##
- Entrepreneurial freedom: Manage and develop your business with a high degree of autonomy.
- Attractive revenue participation: Benefit directly from the revenues generated through your client relationships and business activities.
- Established EAM platform: Access to an experienced team, established infrastructure and a broad network of banking and investment partners.
- International focus: Build and manage relationships with sophisticated clients across international markets.
- Lean and flexible environment: Short decision-making processes and the ability to respond quickly to client needs.
- Long-term perspective: Build and grow your own client franchise within a stable and established platform.
- Zurich-based platform: Benefit from the international wealth management ecosystem and strong financial services environment in Zurich.
Quote job ref
JN-092026-7111540
Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Where
Zürich
Contract Type
Permanent
Job Reference
JN-092026-7111540
Job Nature
Home Office