Asset Management

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**Relationship Manager** in Zurich, Switzerland, leads high-value client portfolio, driving commercial growth and excellent client experience. Ensures risk discipline and collaborative leadership, with suitable CFA or CISI qualifications. Key responsibilities include revenue growth, opportunity origination, client retention, and operational excellence. Role demands engagement with clients, portfolio directors, and team heads, with data-driven approaches and adherence to risk policies. Aims for growing, profitable portfolio and strong risk outcomes. Recognizes diversity and fosters an inclusive work environment.

Compensation: Not specified
City: Zurich
Country: Switzerland

Full Job Description

Location: Zurich, Switzerland

Role Description

The Relationship Manager is responsible for leading and growing a highvalue client portfolio, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances revenue growth with longterm client outcomes, team contribution, and firmwide stewardship. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CFA or CISI.

Scope & Accountability

Ownership of a defined client portfolio
Accountability for client service, retention, and portfolio delivery
Responsibility for operating within agreed risk and governance parameters
Contribution to team culture, collaboration, and shared success
Personal development towards more senior client leadership roles

Key Responsibilities

1. Growth & Commercial Leadership

Own and deliver sustainable net new business growth across the portfolio
Drive annual revenue growth through deep client relationships and proactive opportunities
Originate and convert highquality opportunities, including complex or strategic mandates
Act as a trusted referral partner across the firm, generating and receiving meaningful internal referrals

2. Client Leadership & Experience

Set the standard for exceptional client service and longterm retention
Build trusted, multigenerational relationships with key clients and influencers
Actively manage client risk profiles, ensuring suitability and longterm alignment
Lead collaborative client solutions, drawing on specialist and investment expertise
Represent the firm credibly with highvalue and highrisk clients

3. People & Role Modelling

Demonstrate visible leadership through behaviour, professionalism, and accountability
Act as a role model for client focus, collaboration, and ethical judgement
Invest in personal development and seek regular feedback to continuously improve
Contribute to a highperformance culture by supporting, coaching, or mentoring others
Serve as the principal spokesperson in internal and external forums

4. Operational & Platform Excellence

Grow the portfolio profitably, balancing revenue, costs, and capital efficiency
Ensure effective use of the firms platform, including appropriate delegation of portfolios
Champion scalable, innovative, and efficient ways of working that support longterm growth
Leverage data, insights, and digital tools to improve client outcomes and decision-making

5. Risk, Governance & Professional Standards

Maintain a strong risk culture with disciplined client and portfolio oversight
Ensure KYC, client documentation, and ongoing reviews are completed to a high standard
Actively reduce and manage highrisk exposures within the portfolio
Comply fully with all firm, divisional, and regulatory policies
Complete mandatory training on time and maintain high professional standards

Key Relationships

Clients and family groups within assigned portfolio
Portfolio Directors, Team Managers, and Team Heads
Investment, Planning, and specialist partners
Risk, Compliance, and operational colleagues

What Success Looks Like

A growing, profitable, and wellbalanced client portfolio
High client satisfaction and strong longterm retention
Trusted partnerships across the firm
Strong risk outcomes with no avoidable issues
Recognised as a senior role model for clients, colleagues, and culture

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

Full Job Description

Location: Zurich, Switzerland

Role Description

Scope & Accountability

Ownership of a defined client portfolio
Accountability for client service, retention, and portfolio delivery
Responsibility for operating within agreed risk and governance parameters
Contribution to team culture, collaboration, and shared success
Personal development towards more senior client leadership roles

Key Responsibilities

1. Growth & Commercial Leadership

Own and deliver sustainable net new business growth across the portfolio
Drive annual revenue growth through deep client relationships and proactive opportunities
Originate and convert highquality opportunities, including complex or strategic mandates
Act as a trusted referral partner across the firm, generating and receiving meaningful internal referrals

2. Client Leadership & Experience

Set the standard for exceptional client service and longterm retention
Build trusted, multigenerational relationships with key clients and influencers
Actively manage client risk profiles, ensuring suitability and longterm alignment
Lead collaborative client solutions, drawing on specialist and investment expertise
Represent the firm credibly with highvalue and highrisk clients

3. People & Role Modelling

Demonstrate visible leadership through behaviour, professionalism, and accountability
Act as a role model for client focus, collaboration, and ethical judgement
Invest in personal development and seek regular feedback to continuously improve
Contribute to a highperformance culture by supporting, coaching, or mentoring others
Serve as the principal spokesperson in internal and external forums

4. Operational & Platform Excellence

Grow the portfolio profitably, balancing revenue, costs, and capital efficiency
Ensure effective use of the firms platform, including appropriate delegation of portfolios
Champion scalable, innovative, and efficient ways of working that support longterm growth
Leverage data, insights, and digital tools to improve client outcomes and decision-making

5. Risk, Governance & Professional Standards

Maintain a strong risk culture with disciplined client and portfolio oversight
Ensure KYC, client documentation, and ongoing reviews are completed to a high standard
Actively reduce and manage highrisk exposures within the portfolio
Comply fully with all firm, divisional, and regulatory policies
Complete mandatory training on time and maintain high professional standards

Key Relationships

Clients and family groups within assigned portfolio
Portfolio Directors, Team Managers, and Team Heads
Investment, Planning, and specialist partners
Risk, Compliance, and operational colleagues

What Success Looks Like

A growing, profitable, and wellbalanced client portfolio
High client satisfaction and strong longterm retention
Trusted partnerships across the firm
Strong risk outcomes with no avoidable issues
Recognised as a senior role model for clients, colleagues, and culture

We recognise potential, whoever you are

Relationship Manager

Full Job Description

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