Relationship Manager WM Eastern Europe

Grow Our Eastern Europe Wealth Management Business

Are you a strong relationship builder with a track record of developing business opportunities and building trusted partnerships with sophisticated clients? Do you combine commercial drive with sound judgment, attention to detail, and an understanding of complex financial situations? We are looking for a proactive, entrepreneurial professional to help grow our Eastern Europe-focused Wealth Management business.

We are interested in candidates with a strong track record advising entrepreneurs, executives, investors, institutions, or family-owned businesses. Existing wealth management experience or an existing private client book is welcome but not required.

Key Responsibilities

• Develop and execute a focused business development strategy targeting prospective clients and referral sources
• Identify, engage, and cultivate relationships with entrepreneurs, executives, family business owners, investors, and other sophisticated clients across Eastern Europe
• Build a strong network through market engagement, referrals, professional relationships, and internal collaboration
• Develop a deep understanding of clients' needs and connect them with investment, advisory, and wealth planning capabilities
• Ensure all client activities comply with regulatory, cross-border, risk and compliance requirements
• Support a strong risk culture, high standards of conduct, and an excellent client experience

The Team

Based in Zurich, you will join our High Net Worth (HNW) / Ultra High Net Worth (UHNW) Wealth Management team. We advise sophisticated private clients on managing, preserving, and growing their wealth, including succession planning and long-term objectives across generations. You will benefit from our global platform, specialist expertise, and a collaborative environment focused on high-quality client outcomes.

Skills and Experience

• Several years of experience in wealth management, investment banking, private equity, venture capital, corporate finance, institutional coverage, consulting, family office advisory, or a comparable client-facing financial services role
• Demonstrated ability to develop business opportunities, originate relationships, and work with sophisticated clients and decision-makers
• Strong regional understanding of Eastern Europe, supported by cultural familiarity, background, or market experience
• Interest in wealth management and advising entrepreneurs, business owners, investors, and families on their financial objectives
• Entrepreneurial mindset with a strong sense of ownership and the ability to work independently
• Curiosity to explore how AI can improve how we build, deliver, and optimize workflows, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use
• Commercial acumen combined with sound judgment, integrity, and strong relationship management skills
• Strong organizational skills, efficient time management, and high attention to detail in documentation, follow-up, and risk processes
• Excellent communication and presentation skills with confidence engaging senior executives, founders, investors, and other sophisticated stakeholders
• Aptitude for digital tools, technology, and data-driven business development
• University degree in Finance, Business Administration, Economics, or a related field
• Fluent in English; fluency in Ukrainian and/or Russian is strongly preferred