Relationship Officer

Join a leading Swiss private banking environment as a Relationship Officer in delivering high-quality service to a sophisticated client base. This is a high-exposure role offering strong career progression.

Our client is a fast-growing Swiss wealth advisory firm founded by highly recognised economists and entrepreneurs. The firm operates with a strictly client-centric approach, delivering independent, transparent and high-quality wealth management advice.

The organisation combines deep investment expertise with a modern, agile structure. It promotes entrepreneurial thinking, collaboration and continuous learning through regular training and knowledge-sharing initiatives. Professionals benefit from flexible working arrangements, performance-based remuneration and the opportunity to take on increasing responsibility as they develop their own client relationships.

This is an environment designed for ambitious individuals who want to build long-term careers in wealth management while maintaining autonomy and impact.

Missions

• Prepare investment strategies and portfolio architecture documentation using proprietary wealth systems.
• Coordinate investment proposals, manager selection processes and implementation follow-up.
• Prepare and follow up on investment committee meetings (agenda, materials, minutes).
• Support client meetings and participate in advisory discussions.
• Collaborate on cross-functional strategic projects.
• Contribute to client acquisition efforts alongside senior consultants.
• Develop your own client relationships with structured coaching and mentoring.

Profil du candidat

• Entrepreneurial mindset with strong initiative.
• Strong interest in client-focused wealth advisory (not product sales-driven).
• Well organised, autonomous and disciplined in time management.
• Comfortable combining analytical preparation with direct client interaction.
• Solid educational background (university degree, higher professional education or equivalent).
• Motivated by flexible working structures (part-time possible from 40%).

Conditions et Avantages

• Independent, client-only advisory model.
• Flexible and self-determined working structure.
• Performance-based and transparent remuneration.
• Ongoing internal training and knowledge-sharing culture.
• Clear path toward building your own client franchise.
• Potential long-term equity participation within the platform.