On behalf of a FINMA-authorized Multi-Family Office and External Asset Manager, we are seeking a
SENIOR RELATIONSHIP MANAGER – Multi-Family Office
with a solid background in private banking.
This opportunity is designed for professionals who are looking to move beyond traditional banking structures and transition into a more entrepreneurial, flexible, and client-centric environment, while leveraging a strong institutional platform.
ROLE MISSION:
The selected candidate will be responsible for managing and developing relationships with HNW/UHNW clients, delivering tailored investment advisory services and leveraging an integrated ecosystem that includes both traditional and alternative asset classes.
KEY RESPONSABILITY:
- Manage and grow a portfolio of HNW/UHNW clients with a long-term, relationship-driven approach
- Provide tailored investment advisory and wealth planning solutions
- Structure bespoke investment strategies, including access to alternative asset classes (Private Markets, Real Estate, etc.)
- Build and maintain strong, trust-based client relationships
- Collaborate with internal specialists to deliver a 360° advisory service
- Ensure full compliance with applicable regulations (LSFin/FIDLEG and FINMA standards)
- Contribute to business development through networking and relationship-building activities
CANDIDATE PROFILE:
- Proven experience as a Relationship Manager or Private Banker within banking or asset management environments
- Strong expertise in managing HNW/UHNW client relationships
- Solid understanding of financial markets, risk-return dynamics, and portfolio construction
- Entrepreneurial mindset with a desire to operate in a more agile and independent environment
- Excellent interpersonal and client relationship skills
- Long-term, value-oriented approach to client advisory
- Good knowledge of Swiss regulatory frameworks (LSFin/FIDLEG, FINMA)
- Fluent in English; additional languages are considered a plus
WHAT WE OFFER:
FINMA-authorized platform with institutional-grade infrastructure and international reach
Independent advisory model, free from proprietary product constraints
Access to a broad investment ecosystem, including alternative asset classes
Dynamic and entrepreneurial environment focused on growth and innovation
Opportunity to further develop and leverage your client relationships within a flexible, high-value platform
This role represents a strategic next step for professionals seeking to move beyond traditional banking limitations and join a platform that combines entrepreneurial freedom with institutional strength.
If you are interested in this opportunity, please sen an updated copy of your complete CV to the following email address: info@mb-recruiting.ch
Your application will be reviewed carefully and treated with the utmost confidentiality.