Senior Relationship Manager UHNWI Onshore - Private Bank, Zurich

ESA Partners seeks a Senior Relationship Manager for UHNWI clients in Zurich, focusing on onshore private banking. The role requires extensive experience in Swiss private banking, client acquisition, and financial planning.

This position is responsible for acquiring, managing, and growing a portfolio of ultra-high-net-worth individuals (UHNWI) within the Swiss onshore private banking market, contributing to the bank’s strategic growth objectives.

Responsibilities

• Acquire, manage, and expand a portfolio of ultra-high-net-worth clients in the Swiss onshore market.
• Create and execute a proactive growth strategy through networking, attending industry events, and client prospecting.
• Identify client needs and deliver comprehensive financial advice covering investments and long-term planning.

Requirements

• Formal banking education and a recognized professional certification.
• Minimum of 7 to 10 years of experience managing private client portfolios in a Swiss bank, specifically in the onshore segment.
• Proven success in the Swiss market, including a strong local client network and track record.
• Deep understanding of banking services and products, including mandates, financial instruments, funds, and credit solutions.
• Established client relationships within Switzerland.
• Self-driven, entrepreneurial approach with a proactive 'hunter' profile to meet growth targets.
• Strong interpersonal and client relationship management abilities.
• Swiss residency or valid work permit for Switzerland (CH).