Our client is a Swiss private bank with a strong international heritage and serves private clients and financial intermediaries with tailored wealth management, investment advisory, and financing solutions. The group combines the stability of a long-established institution with the agility of a focused private bank. Its service offering includes personalized asset management, holistic wealth planning, and comprehensive support for external asset managers through an open architecture platform. Known for its entrepreneurial mindset and commitment to digital transformation, the bank integrates modern infrastructure with human-centric advisory services. Its culture is shaped by financial expertise, agility, and a strong value system centered around trust and innovation. To further strengthen its private wealth division, they are currently looking to appoint someone experienced and successful.
Responsibilities
* Manage and grow a private-client portfolio of HNW and UHNW individuals from the Scandinavian countries, with a focus on Denmark
* 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 10 years of proven experience as a Relationship Manager or Private Banker serving clients across Scandinavia, with emphasis on the Danish market
* 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 the target markets
* 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
If you are an experienced private banker with deep roots in the Scandinavian market and a passion for independent, client-centric advisory we would be delighted to hear from you.
Please do not hesitate to get in touch with Stefan Niederer. Send him your full records (CV, Reference letters and Diploma) by email to For further information about this position, feel free to contact him via
Freestar-People AG
Stefan Niederer
Bösch 73
6331 Hünenberg