Relationship Manager - Private Banking (m/f/d)

Michael Page seeks a Senior Relationship Manager for a remote private banking role in Switzerland, focusing on managing HNW/UHNW clients within a modern wealth management platform.

This position places the manager within a contemporary Swiss wealth management structure tailored for independent advisors. The role enables the professional to expand their personal client portfolio while leveraging a robust institutional framework for support and stability.

Responsibilities

• Acquire and expand a personal client book using the platform's infrastructure.
• Oversee relationships with high-net-worth and ultra-high-net-worth individuals, families, and entrepreneurs globally.
• Increase assets under management by leveraging existing networks, referrals, and proactive business development.
• Design and deliver customized wealth management and investment strategies aligned with specific client goals.
• Utilize the platform’s tools for onboarding, administration, reporting, and investment execution.
• Foster enduring client partnerships grounded in trust, confidentiality, and personal accountability.
• Coordinate with internal experts as necessary while retaining full ownership of the client relationship.

Requirements

• Demonstrated background as a Relationship Manager, Private Banker, or independent wealth advisor.
• Possession of an existing client base or a strong, credible network within the HNW/UHNW sector.
• Proven capacity and intent to migrate or grow client assets onto a new platform.
• An entrepreneurial approach characterized by strong ownership, commercial drive, and self-motivation.
• Prior experience in private banking, independent asset management, family offices, or similar wealth environments.
• Exceptional professionalism, discretion, and reliability.
• Deep knowledge of wealth management principles, investment advisory, and client service standards.
• Fluency in English and/or German.

Nice to have

• Proficiency in additional languages relevant to target markets.

What the company offers

• An entrepreneurial employment model offering significant participation in individual business success.
• Access to a flexible, modern technological platform.
• Comprehensive operational support, streamlined onboarding, and efficient internal processes.
• Significant autonomy regarding work location, target markets, and business development strategies.
• Fully remote work capability, with optional access to Swiss office facilities when needed.
• Financial security backed by a strong, long-term investor.
• An open-architecture approach providing access to a wide array of investment solutions.
• A scalable environment designed for advisors aiming to build their own franchise within a professional structure.

About the company

The firm operates a sophisticated platform that combines efficient onboarding, lean decision-making, and advanced technology with the financial stability of a well-capitalized investor. It provides the necessary infrastructure, regulatory framework, and operational support to manage high-net-worth client relationships professionally.

• Focus on professional management of HNW and UHNW client relationships.
• Integration of strong technology with financial stability.
• Lean decision-making processes.