Relationship Manager — Private & Institutional Clients Independent Swiss asset manager · Zug / Zurich / Lugano, Switzerland · Permanent position, Swiss employment contract

Independent Swiss Asset Management Opportunity

We are an independent Swiss asset manager, FINMA-licensed under FinIA, operating in the external asset manager (EAM) format. We provide portfolio management and advisory services to private (UHNWI, HNWI) and institutional clients, supported by a broad network of custodian banks worldwide and an institutional operating stack.

Your Responsibilities

• Develop and manage a portfolio of HNW / UHNW private clients and, where relevant, institutional clients seeking portfolio management, including family offices, foundations, and corporate treasuries.
• Build new client relationships, with a particular focus on clients from Eastern Europe, Central Asia, and Western Asia, as well as internationally mobile families with a Swiss or European nexus.
• Collaborate with an in-house investment team covering a wide range of investment products, including fixed income, equities, private debt, and alternatives.
• Utilize our custodian network to place each client with the bank that fits their profile, with terms negotiated on your behalf.
• Coordinate onboarding and KYC with our compliance team and support Family Office services for UHNW families, including 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 combining a guaranteed base salary with a revenue share on your client book, contractually documented for the duration of employment and thereafter.
• Operational relief for KYC, compliance, account opening, bank negotiations, and reporting, allowing you to focus on clients.
• Full investment support from an experienced in-house team with deep expertise across investment products and asset classes, handling portfolio construction, research, and execution.
• Access to an institutional team with an average experience of over 22 years (CFA / MBA / LL.M. / MSc) and a clear path to senior responsibilities as your book develops.

Profile Requirements

• 5+ years in private banking, wealth management, or an EAM, with an existing, portable book of HNW / UHNW client relationships.
• 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, with existing client relationships or a professional network in the region.
• Fluent English and Russian; a regional language of Eastern Europe, Central Asia, or Western Asia is a strong asset, while German, Italian, or French are advantages 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.