We have a super exciting opportunity for an experienced Senior Wealth Management RM to join a multi family office in Zurich.  Do you have the experience and skills to manage a large book of clients, ensuring highest standard financial advisory and building trustful relationships? I am looking forward to receive your application and discussing possible next steps! 

Role: Senior Client Relationship Manager

Where: Zürich

Main tasks/responsibilities

• Oversee and manage a portfolio of over 400 million in assets
• Act as the primary contact for clients, fostering regular communication and proactively addressing their needs
• Develop and nurture long-term client relationships, gaining a deep understanding of their financial objectives and delivering tailored solutions
• Provide strategic advice and bespoke wealth management solutions through a holistic approach designed for HNW and UHNW clients
• Continuously enhance investment services and offerings to ensure complete client satisfaction 
• Assess clients’ financial requirements and align investment strategies with their risk profiles 
• Execute and oversee all client's transactions requests
• Support families managing complex holding structures, implementing effective family governance frameworks
• Serve as a trusted client relationship manager, delivering clear, transparent, and pragmatic guidance
• Leverage specialist knowledge and expertise to craft innovative solutions for wealth creation, management, and succession planning

Your experience & qualifications: 

• At least 8+ years of experience as a Relationship Manager for (U)HNWI clients in Wealth Management
• Skilled in identifying client needs and delivering high-quality financial advice, including market insights and portfolio updates
• Proven ability to develop and maintain strong and trustful client relationships
• Exceptional communication and interpersonal skills
• Highly motivated and results-driven, thriving in a target-oriented, high-performance environment
• Committed to upholding the highest standards of risk management and regulatory compliance
• Detail-oriented with strong organisational skills, ensuring accurate record-keeping and effective workload management
• Fluency in both English and French (spoken and written) is a must - any other languages (incl. German) would be a plus

Do not hesitate to reach out to me to discuss further details. 

REF: PM83607