About this role
About us
We are an independent Swiss asset manager, FINMA-licensed under FinIA. We work in the external asset manager (EAM) format: we provide portfolio management & advisory to private (UHNWI, HNWI) and institutional clients, supported by a broad network of custodian banks worldwide and an institutional operating stack.
The role
We are growing our relationship management team and are looking for a Relationship Manager who combines genuine client development ability with an interest in building a long-term career on an independent, investment-led platform.
You will
- Develop and manage your own portfolio of HNW / UHNW private clients and, where relevant, institutional clients seeking portfolio management (family offices, foundations, corporate treasuries).
- Build new client relationships — with a particular focus on clients from Eastern Europe, Central Asia and Western Asia, and on internationally mobile families with a Swiss or European nexus.
- Work alongside an in-house investment team covering a wide range of investment products (fixed income, equities, private debt, alternatives, etc.).
- Use our custodian network to place each client with the bank that fits their profile — we negotiate terms on your behalf.
- Coordinate onboarding and KYC with our compliance team, and support our Family Office services for UHNW families (consolidated reporting, structuring, succession, residence and relocation matters).
What we offer
- A Swiss employment contract in Zug, Zurich or Lugano, working under our FINMA licence, with Swiss social security and pension coverage. Compensation combines a guaranteed base salary with a revenue share on your client book — contractually documented, for the duration of the employment and after it.
- Operational relief: KYC, compliance, account opening, bank negotiations and reporting are handled centrally — you focus on clients.
- Full investment support from an experienced in-house team: deep expertise across investment products and asset classes, long market experience, and an independent approach — portfolio construction, research and execution are handled by the team, so you bring the client relationship and we bring the investment capability.
- An institutional team (average experience of over 22 years; CFA / MBA / LL.M. / MSc) and a clear path to senior RM responsibilities as your book develops.
Who we are looking for
- 5+ years in private banking, wealth management or an EAM, with an existing, portable book of HNW /UHNW client relationships — this is a core requirement. We expect a confident path to USD 50 million+
AUM within the first year, with continued growth thereafter, through transferred relationships and new client acquisition.
- An established connection to Eastern Europe, Central Asia and Western Asia — existing client relationships or a professional network in the region — is a strong advantage.
- Languages: fluent English and Russian are required; a regional language of Eastern Europe, Central
Asia or Western Asia is a strong asset; German, Italian or French are an advantage for the Swiss and European market.
- A university degree (Bachelor’s or higher) in finance, economics, law or a related field; professional certifications (CFA, CISI, CWMA or equivalent) are an advantage.
- Experience with internationally mobile clients and multi-jurisdictional profiles, and comfort working through enhanced due diligence.
- A client-first, long-horizon mindset and the ambition to grow into a senior relationship role on an independent platform.
- Clean regulatory standing.
How to apply
All conversations are strictly confidential. Please apply through this posting with a short note on your background and client development experience. We review every application and respond to all candidates.