Senior Relationship Manager (Hunter) – UHNW / HNW

What if you could grow your business without the constraints of a traditional bank?

More autonomy.

More flexibility.

More impact for your clients.

At Swisseon, we are building a next-generation independent investment office, FINMA-regulated, serving an international HNW and UHNW clientele.

What makes us different?

🔹 Genuine independence

🔹 Lean structure, fast decision-making

🔹 Growing platform

🔹 Differentiated access to private and off-market opportunities:

Private Equity | Real Estate | Private Credit | Alternative Strategies | Digital Assets

Solutions your clients will not typically find through traditional channels.

Your role

At Swisseon, you will grow your business with a high level of autonomy and a compensation model aligned with your performance:

• Identify, acquire and develop HNW/UHNW client relationships
• Generate sustainable Net New Assets (NNA) and grow Assets under Management (AuM)
• Increase wallet share and optimise portfolio profitability
• Take full ownership of the client relationship, from prospecting to long-term retention
• Provide asset allocation advice aligned with client objectives, time horizon and risk profile
• Recommend bespoke investment solutions
• Conduct regular portfolio reviews and performance follow-up
• Work closely with Investment Managers and product specialists
• Maintain rigorous AML/KYC discipline and regulatory compliance
• Ensure structured documentation and monitoring of Key Risk Indicators (KRIs)
• Contribute actively to team momentum and business growth

The profile we are looking for

• Master’s degree with a specialisation in Finance preferred
• CFA and/or MBA is a strong advantage
• Fluent in English or in French, and an additional language would be an asset.
• Minimum 5 years’ experience managing UHNW clients
• Strong existing client network within target markets
• Excellent investment expertise and strong financial analytical skills
• Sound understanding of regulatory frameworks and compliance requirements
• Strong communication and collaboration skills
• Client-centric and solution-oriented mindset
• Impeccable professional integrity

Beyond experience, mindset will make the difference

• Disruptor mentality, ready to challenge traditional models
• Entrepreneurial mindset with a builder attitude
• Appetite for growth in an ambitious and agile environment
• Strong performance culture and value-creation mindset
• High autonomy with a genuine sense of ownership
• Resilience and determination in building UHNW relationships
• Uncompromising integrity and high standards of excellence

Why Swisseon?

• A model built on trust, autonomy and accountability
• Lean structure, free from bureaucracy and internal politics
• Significant P&L participation aligned with your performance
• Flexible working environment (remote working possible)
• Privileged access to differentiated investment opportunities: private equity, real estate, alternative strategies and digital assets
• The ability to offer clients solutions beyond traditional products
• Joining Swisseon today means entering a high-growth project at a key stage of its development

If you are looking to combine independence, performance and exclusive access, let’s speak in complete confidence.