Senior Relationship Manager - Exclusive Platform Partnership
Everon (Bilanz Switzerland's #1 Wealth Manager 2025) seeks accomplished Relationship Managers for selective partnerships on our FINMA-regulated platform.
Flexible Structure
This is a partnership opportunity for senior advisors who have:
* Built substantial HNWI client relationships over 10+ years.
* Want complete investment independence.
* Desire to serve clients in a boutique, personalized environment.
* Entrepreneurial mindset and proven relationship management success.
The Opportunity
* You own your client relationships and investment approach.
* Full autonomy in strategy, asset allocation, and service model.
* Your practice, your way - no institutional constraints.
Institutional Support
* FINMA-regulated infrastructure and compliance.
* All back-office operations handled (no administrative burden).
* Advanced technology platform.
* Your HNWI clients receive truly personalized service.
* Not "one of many" in a large organization.
* Quality over quantity approach.
* Maintain the trust and connection you've built.
Performance Economics
* No earning caps or revenue limits.
* Your practice growth = your income growth.
* Designed to reward successful advisors.
Who Should Explore This
We're selective. This works for advisors who have:
* Substantial Portable Relationships - Built over years at premium Swiss banks or wealth managers, with clients who trust you beyond the brand.
* Senior-Level Experience - Typically 10+ years as RM, Private Banker, or Investment Advisor at major institutions.
* Entrepreneurial Drive - Want to build something of your own, comfortable with independence and accountability.
* Relationship Excellence - Your clients value your personal advice and service, not just the institutional name.
* Swiss Location - Currently based in Switzerland managing client relationships.
Why Senior Advisors Transition
Our partners previously worked at banks and other established firms. They chose independence to:
* Gain complete investment control and client service freedom.
* Eliminate bureaucracy that constrained their effectiveness.
* Capture more value from relationships they cultivated.
* Build lasting value for themselves, not just an institution.
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