Redstone Private Banking Search  /  Vacancies  /  Relationship Manager, Switzerland
 

Relationship Manager, Switzerland

Job Reference: RB0173A
 

Job Title: Relationship Manager, Switzerland

Location: Europe

Product: Private Banking, Wealth and Asset Management

Role: Client Relations, Portfolio Management, Private Client

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with an international Private Bank looking to add Relationship managers to the Lugano and Zurich office, with a focus on the Southern and Western markets.

Key Responsibilities / Tasks

  • Ensure retention and growth of a book of HNW/UHNW clients from the Western and Southern European markets.
  • Identify areas of potential portfolio development, adhering to revenue (RoA) and Net New Money targets
  • Provide comprehensive advice on portfolio management, asset allocation, wealth structuring and other investments
  • Travelling as necessary to meet clients and prospect new relationships in your network
  • Role reports into head of Private Banking, Switzerland

Key Qualifications / Experience

  • Minimum 5-10 years’ experience working as a private Banker and/or relationship manager covering the Western or Southern European markets
  • Existing book of clients and AUM of at least CHF 50 MM
  • Strong knowledge of investment solutions across all asset classes and products (fixed income, equities, bonds, commodities)
  • Fluent in English, any other languages are highly sought after.
  • Role based in Lugano or Zurich, Switzerland. (Can relocate)

 

For all positions based in Switzerland, Redstone Private Banking Search works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.


If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to privatebanking@redstonesearch.com or submit your application through the Vacancy Form.