Relationship Manager

Drive growth for a high-conviction investment platform by developing and managing relationships with sophisticated clients across Switzerland. This is a front-office role combining pure business development with credible investment discussions across liquid and alternative strategies.

Our client is an independent investment platform focused on delivering differentiated solutions across public and private markets. With an entrepreneurial culture and a strong emphasis on performance, the firm partners with a demanding client base including HNWI/UHNWI, family offices and institutional investors.

The business is positioned to capture structural growth in private markets and bespoke portfolio construction, offering access to high-quality strategies typically reserved for top-tier allocators. The team operates with a lean, high-impact model, allowing for faster decision-making, strong internal visibility and direct exposure to senior stakeholders.

This is an environment for commercially driven individuals who want to operate closer to the product, the client and the investment decision-making process, rather than in a purely support-driven structure.

Missions

• Develop and grow a portfolio of HNW/UHNW clients, family offices and institutional investors
• Drive new business origination through proactive prospecting and network development
• Manage and deepen existing client relationships with a long-term, advisory approach
• Identify client needs and deliver tailored investment solutions across liquid and alternative asset classes
• Lead client meetings, investment discussions and portfolio reviews with high credibility
• Collaborate closely with investment, product and structuring teams to deliver differentiated solutions
• Contribute to capital raising initiatives and product distribution strategies
• Monitor market developments and translate macro trends into actionable client conversations
• Maintain high standards of client servicing, reporting and regulatory compliance (KYC/AML)

Profil du candidat

• Proven experience in a Relationship Manager, Sales or Distribution role within asset management, private banking or alternatives
• Strong understanding of financial products (traditional and/or private markets)
• Demonstrated ability to generate revenue and acquire new clients
• Credible in front of sophisticated investors, with the ability to hold investment-driven conversations
• Entrepreneurial mindset with a strong ownership mentality
• Excellent interpersonal and communication skills
• Fluent in English and French (additional languages are a plus)

Profile-wise, this role suits someone who is commercially aggressive but technically solid, not a pure "farmer" profile, but a true originator capable of building and monetising a network.

Conditions et Avantages

• Competitive compensation structure (attractive fixed salary + performance-driven bonus)
• Direct impact on business growth with strong visibility internally
• Access to high-quality investment solutions across public and private markets
• Entrepreneurial platform with less bureaucracy and faster execution
• Opportunity to build a meaningful client franchise within a growing structure
• Exposure to senior stakeholders and investment decision-making
• Long-term career upside for top performers in a scaling environment