Senior Relationship Manager

**Senior Relationship Manager - Exclusive Platform Partnership** Everon (Bilanz Switzerland's #1 Wealth Manager 2025) seeks accomplished Relationship Managers for selective partnerships on our FINMA-regulated platform. **Flexible Structure** This is a partnership opportunity for senior advisors who have: - Built substantial HNWI client relationships over 10+ years. - Want complete investment independence. - Desire to serve clients in a boutique, personalized environment. - Entrepreneurial mindset and proven relationship management success. **The Opportunity** **Complete Independence** - You own your client relationships and investment approach. - Full autonomy in strategy, asset allocation, and service model. - Your practice, your way - no institutional constraints. **Institutional Support** - FINMA-regulated infrastructure and compliance. - All back-office operations handled (no administrative burden). - Advanced technology platform. - Custom financial product development. **Boutique Positioning** - Your HNWI clients receive truly personalized service. - Not "one of many" in a large organization. - Quality over quantity approach. - Maintain the trust and connection you've built. **Performance Economics** - No earning caps or revenue limits. - Your practice growth = your income growth. - Designed to reward successful advisors. **Who Should Explore This** We're selective. This works for advisors who have: - **Substantial Portable Relationships** - Built over years at premium Swiss banks or wealth managers, with clients who trust you beyond the brand. - **Senior-Level Experience** - Typically 10+ years as RM, Private Banker, or Investment Advisor at major institutions. - **Entrepreneurial Drive** - Want to build something of your own, comfortable with independence and accountability. - **Relationship Excellence** - Your clients value your personal advice and service, not just the institutional name. - **Swiss Location** - Currently based in Switzerland managing client relationships. **Why Senior Advisors Transition** Our partners previously worked at banks and other established firms. They chose independence to: - Gain complete investment control and client service freedom. - Eliminate bureaucracy that constrained their effectiveness. - Capture more value from relationships they cultivated. - Serve sophisticated clients in boutique, personalized setting. - Build lasting value for themselves, not just an institution. Complete discretion assured. Quelle: https://ch.linkedin.com/jobs/view/senior-relationship-manager-at-everon-ag-4343244221

Level: senior