Senior Private Banker / External Asset Manager
Location: Zurich, Switzerland
Company: Prestigious Swiss Private Wealth and Asset Management Firm
Reference: REF-2026-EAM-016
About Our Client
A well-established and FINIA-regulated Swiss wealth management firm is expanding its presence in Zurich and is seeking an experienced Senior Private Banker / External Asset Manager with a strong entrepreneurial mindset.
The firm operates as an independent portfolio manager, offering a robust regulatory and operational platform while working with leading third-party custodian banks. This opportunity is suited to a professional wishing to further develop their business within a stable and compliant Swiss structure, while maintaining a high degree of autonomy.
Key Responsibilities
- Manage and further develop a portfolio of HNW and UHNW clients
- Provide discretionary and/or advisory wealth management services
- Develop new client relationships in Switzerland and selected international markets
- Ensure adherence to Swiss regulatory standards (FINIA / FINSA framework)
- Contribute to the strategic development of the Zurich presence
Profile & Requirements
- Proven track record as a Senior Private Banker, Relationship Manager or External Asset Manager
- Portable client base with transferable assets under management
- Strong client relationships built on trust and a long-term advisory approach
- Solid understanding of the Swiss regulatory environment
- Entrepreneurial mindset with strong business development capabilities
- Fluent in English; German is a strong advantage
What Our Client Offers
- Regulated Swiss wealth management platform
- Access to reputable third-party custodian banks
- Full compliance, risk and back-office support
- Flexible and entrepreneurial working environment
- Attractive revenue-sharing model aligned with assets under management
How to Apply
Please submit your application (CV and cover letter) directly through our website. All applications will be treated with strict confidentiality.
Remember to copy the reference number below before you click on the envelope icon to apply.
Reference Number: REF-2026-EAM-016