Our client is a Swiss banking group with a long-standing heritage and a strong entrepreneurial culture. Headquartered in Zurich and regulated by FINMA, the institution specializes in wealth management, active asset management, and investment solutions for private and institutional clients globally. The group is family-influenced and publicly listed, combining the stability of a traditional Swiss bank with the forward-looking mindset of a modern investment house. With offices across Europe, the Americas, and Asia, it operates with a truly global reach while maintaining a clear focus on client proximity and long-term value creation. The institution is known for its independent thinking, high conviction investment strategies, and consistent commitment to quality and innovation. Clients benefit from customized portfolio solutions, global research insights, and a fully integrated service model across wealth and asset management. With a strong emphasis on performance, partnership, and long-term trust, the firm fosters a culture of collaboration, agility, and accountability.
To support the continued growth of its Private Clients division, the firm is now looking to appoint an experienced and entrepreneurial
Responsibilities:
* Manage and grow a private client portfolio consisting of high-net-worth and ultra-high-net-worth individuals from Finland
* Actively develop new client relationships in the region, including regular travel for business development and client meetings
* Deliver tailored financial advice, investment strategies, and bespoke solutions to meet a wide range of client needs
* Collaborate with internal specialists across investment management, wealth planning, and advisory services to provide holistic solutions
* Maintain strict adherence to internal policies and regulatory standards applicable in both Switzerland and the clients' jurisdictions
Requirements:
* At least 15 years of successful experience as a Relationship Manager or Private Banker serving clients from Finland
* Demonstrated success in client acquisition and retention within the target region
* Proven ability to generate revenue and attract new assets under management (AuM).
* Strong understanding of the financial, legal, and regulatory landscape in Finland
* In-depth knowledge of investment products, private banking services, global compliance considerations, and financial markets
* Excellent interpersonal and communication skills, with a strong ability to build trust and maintain long-term client relationships
Do you see yourself as a responsible, hardworking and professional personality who is ready for an interesting challenge where you will face a variety of challenges and learning opportunities?
Then please do not hesitate to get in touch with Stefan Niederer. Send him your full records (CV, Reference letters and Diploma) by email to E-Mail schreiben. For further information about this position, feel free to contact him via +41 41 784 18 86.
Stefan Niederer
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