As a Senior Relationship Manager in wealth management and investment advisory, you will form part of our advisory team and be primarily responsible for the following wide-ranging tasks:

• Acquiring your own client base of HNWIs and UHNWIs, primarily domiciled in Switzerland
• Selectively taking over long-standing Valterna client relationships as part of internal succession planning
• Sustainable management and support of the clients taken over and acquired
• Further expansion and active maintenance of your extensive network of contacts in German-speaking Switzerland
• Strategic investment and wealth management advice for high-net-worth private clients and institutional clients
• Active involvement in the investment selection and decision-making process as a member of our Investment Committee

You hold a university degree or equivalent sector-specific training and further education, and are a highly entrepreneurial individual with an impressive track record in client service, client acquisition and client development. You also have many years’ professional experience in private banking.

We are looking for a customer-focused, resilient and extremely reliable team player. You have a keen interest in and extensive knowledge of the investment business, demonstrate a high degree of initiative and are happy to go the extra mile to deliver outstanding results.

You are fluent in both spoken and written German and English. A high degree of independence and initiative round off your profile.

We offer you a varied and exciting role with attractive terms of employment and opportunities for development within a motivated team.

Full-time role, starting immediately or by agreement

Mr Patrick Burri will be happy to provide you with further information. We look forward to receiving your application. We do not consider applications received via recruitment agencies.

Valterna AG
Neuhofstrasse 32
6340 Baar
Telephone +41 (0)41 768 83 86
patrick.burri@valterna.ch

We look forward to receiving your online application, including your CV and covering letter. Please use the online form below.