Question
Full-time
5-10

Private Relationship Manager

11/28/2025

Build, maintain, and develop long-term customer relationships in the HNWI/UHNWI segment. Identify customer needs and develop tailored solutions in collaboration with internal specialists.

Working Hours

40 hours/week

Company Size

1,001-5,000 employees

Language

German

Visa Sponsorship

No

About The Company
We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, Bucharest, and South Africa. Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA). As well as various online trading products – including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, automated solutions, and mortgage services. Today, we are proud to deliver our services to + 1 million clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms. Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC, Swissquote Capital Markets (Cyprus) regulated by CySEC and Swissquote South Africa (Pty) Ltd liecensed by the FSCA.
About the Role

Company Description

Building the bank of tomorrow takes more than skills. 
It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +500’000 clients, through our performant and secured digital platforms.

Our +1000 employees work in a flexible way, without dress code and in multicultural teams. 
By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment.

We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply!

Job Description

Als Relationship Manager für HNWI und UHNWI sind Sie verantwortlich für die umfassende Betreuung und Entwicklung eines exklusiven Kundenportfolios. Sie bauen langfristige Beziehungen auf und agieren als zentrale Vertrauensperson für anspruchsvolle Privatkunden mit komplexen Vermögensstrukturen. 

  • Aufbau, Pflege und Weiterentwicklung von langfristigen Kundenbeziehungen im HNWI/UHNWI-Segment 
  • Identifikation von Kundenbedürfnissen und Entwicklung individueller Lösungen in Zusammenarbeit mit internen Spezialisten 
  • Entgegennahme von telefonischen Börsenaufträgen von Aktien, Obligationen, Funds/ETFs, Warrants, Strukturierten Produkten, Optionen, Futures, Forex, Treuhandanlagen und Krypto Assets 
  • Netzwerkpflege und gezielte Marktaktivitäten 
  • Teilnahme an exklusiven Kundenveranstaltungen und Repräsentation der Bank im gehobenen Umfeld 
  • Sicherstellung höchster Servicequalität und Diskretion im Umgang mit sensiblen Kundendaten 
  • Beobachtung von Markttrends und regulatorischen Entwicklungen  
  • Koordination mit internen Abteilungen  

Qualifications

  • Mindestens 3 Jahre Bankerfahrung mit Fokus auf HNWI/UHNWI 
  • Ausgeprägte Kundenorientierung, Kommunikationsstärke und Verhandlungsgeschick 
  • Tiefes Verständnis internationaler Finanzmärkte 
  • Sie haben Affinität zur Börse und Interesse an den Kapitalmärkten 
  • Fliessende Deutsch- und Englischkenntnisse, weitere Sprachen von Vorteil 
  • Diskretion, Integrität und ein hohes Mass an Eigeninitiative 
  • Sie sind flexibel betreffend Arbeitszeiten 
  • Sie sind dynamisch und motiviert 
  • Hochschulabschluss in Wirtschaft, Finance oder vergleichbare Ausbildung von Vorteil 

Additional Information

SQ1

Key Skills
Customer OrientationCommunication SkillsNegotiation SkillsUnderstanding of International Financial MarketsInterest in Capital MarketsDiscretionIntegrityInitiativeFlexibilityDynamismMotivation
Categories
Finance & AccountingCustomer Service & SupportSalesManagement & Leadership
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