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.