As part of a request from one of our clients, a leading banking institution, we are seeking a Relationship Manager UHNWI Onshore.

Recognized for the quality of our placements, our expertise, and our personalized support throughout the various phases of the recruitment process, we are committed to being by your side to maximize your chances of success.

We will work together to highlight your skills, prepare you for interviews, and assist you in negotiating employment terms.

You will benefit from our expert guidance to ensure a successful career transition, our in-depth knowledge of the banking sector, and our recruitment methodology based on a qualitative approach.

This role focuses on managing and developing an onshore private client portfolio. The bank is looking for a candidate with strong knowledge of financial markets and banking products/services, as well as a robust local network and a strong business development mindset.

Senior Relationship Manager UHNWI Onshore – Private Bank, Zurich

Position based in Zurich

Ref. Senior RM UHNWI Onshore - 2025

Your responsibilities

Non-Exhaustive Job Description:

  • Acquire, manage, and develop a portfolio of UHNWI clients in the Swiss onshore market.
  • Develop a dynamic and ambitious growth strategy (networking, attending events, prospecting, etc.).
  • Identify opportunities and provide comprehensive advice on investments and financial planning.

Our client offers

Your profile

Desired Profile:

  • Banking education with a professional certification.
  • A successful track record of at least 7 to 10 years in a Swiss bank managing and developing a private client portfolio (onshore).
  • Local experience, a proven track record, and a strong existing network are essential for this role.
  • In-depth knowledge of banking services and products (mandates, financial products, funds, credit, etc.).
  • Strong client network in Switzerland.
  • Entrepreneurial mindset, a “hunter” profile, capable of achieving the bank’s growth objectives.
  • Excellent client relationship skills.
  • Swiss residency or valid work permit (CH).

Would you like to grow in a dynamic environment and contribute to innovative projects within a leading institution? Apply now!

Note: We do not submit candidate applications without their prior consent and without first meeting them in person at our offices.

Contact: Jean-David Hirschy, Managing Director, +41 22 510 12 21, jean-david@rochehirschy.ch

About Roche & Hirschy Executive Search, Roche & Hirschy Executive Search is a Swiss firm based in Geneva (8 rue du Conseil-Général, 1205 Geneva), specializing in executive and talent search for banks and financial institutions.