Back to search
KeyPartners Linkedin · Posted 1mo ago

Relationship Manager – Multi-Family Office

Zürich, Zürich, Switzerland

Linkedin
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

On behalf of one of our long-standing clients, we are conducting a confidential search for an experienced Relationship Manager to join a historic multi-family office in Zurich.


Our client is an independent, highly respected multi-family office, known for long-term client relationships, discretion, and bespoke wealth management solutions for ultra- and high-net-worth families.


The Opportunity

This role is designed for a senior Relationship Manager who combines strong client advisory skills with an established, loyal client base and is willing to accompany their clients into a new, long-term platform.


Key Responsibilities

  • Manage and further develop relationships with UHNW/HNW private clients and families
  • Act as the primary point of contact for clients, coordinating internal and external specialists
  • Provide holistic advice across investments, wealth structuring, and long-term planning
  • Contribute to the growth and reputation of the multi-family office through client acquisition and retention


Candidate Profile

  • Proven experience as a Relationship Manager, Private Banker, or Client Advisor within private banking, asset management, or a family office
  • An existing portfolio of loyal clients who value long-term relationships
  • Strong entrepreneurial mindset and high level of professionalism and discretion
  • Excellent communication skills in English (German is a strong advantage)
  • Willingness and ability to transfer and develop client relationships within a multi-family office environment


Compensation

  • 100% commission-based remuneration model
  • Extremely attractive and competitive commission structure, significantly above market standards
  • No cap on earning potential, aligned with long-term client value creation

Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock more results and save your role and location preferences.

Unlock free search
Want help applying to roles like this? Search Caio for free. If the repetitive CV tweaking gets heavy, Daniel can help set up Caio Agent.
Ask about Agent