Skip to content
Portugal (LatAm/Europe)ConfidentialPosted Jan 8, 2026

Senior Relationship Manager — Portugal Market

Geneva / Zurich, SwitzerlandDirector / Executive Director
Apply / Submit CV
Executive Summary

Build and develop Portuguese HNW/UHNW relationships from Switzerland with disciplined advisory delivery and strong governance.

Geneva / Zurich, SwitzerlandDirector / Executive DirectorResponse within 24hStrict confidentiality
Key Highlights
  • •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Portugal (LatAm/Europe) region, based in Geneva / Zurich, Switzerland. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • •Build and develop a portfolio of Portuguese private clients booking in Switzerland.
  • •Originate sustainable NNM via targeted outreach and professional networks.
  • •Increase mandate penetration and deepen wallet share with disciplined advisory coverage.

Overview

What you will own and drive

  • •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Portugal (LatAm/Europe) region, based in Geneva / Zurich, Switzerland. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • •Build and develop a portfolio of Portuguese private clients booking in Switzerland.
  • •Deliver holistic advice across discretionary/advisory mandates, credit and wealth planning solutions.
  • •Partner with internal specialists to deliver tailored outcomes in a controlled risk framework.

Key Responsibilities

Core objectives and execution priorities

  • •Originate sustainable NNM via targeted outreach and professional networks.
  • •Increase mandate penetration and deepen wallet share with disciplined advisory coverage.
  • •Maintain high standards of KYC/AML, suitability and ongoing documentation.

Qualifications

What we typically see in successful profiles

  • •7–10+ years’ experience with Portuguese clients; strong track record of portfolio growth.
  • •Well-established network within the Portuguese wealth ecosystem.
  • •Deep understanding of investment products, structured solutions and cross-border planning.
  • •English required; Portuguese strongly preferred; French an advantage.

What We Offer

Platform, support and upside

  • •Geneva/Zurich platform with robust product depth and specialist support.
  • •Competitive compensation aligned to sustainable growth and execution quality.

Regulatory & Compliance

Cross-border and governance expectations

  • •Operate within Swiss cross-border policies; ensure consistent governance and documentation quality.
  • •Maintain FINMA-grade KYC/AML and lifecycle controls.

Full Description

Complete mandate outline (confidential)

Overview

  • Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Portugal (LatAm/Europe) region, based in Geneva / Zurich, Switzerland. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • Build and develop a portfolio of Portuguese private clients booking in Switzerland.
  • Deliver holistic advice across discretionary/advisory mandates, credit and wealth planning solutions.
  • Partner with internal specialists to deliver tailored outcomes in a controlled risk framework.

Key Responsibilities

  • Originate sustainable NNM via targeted outreach and professional networks.
  • Increase mandate penetration and deepen wallet share with disciplined advisory coverage.
  • Maintain high standards of KYC/AML, suitability and ongoing documentation.

Qualifications

  • 7–10+ years’ experience with Portuguese clients; strong track record of portfolio growth.
  • Well-established network within the Portuguese wealth ecosystem.
  • Deep understanding of investment products, structured solutions and cross-border planning.
  • English required; Portuguese strongly preferred; French an advantage.

Regulatory & Compliance

  • Operate within Swiss cross-border policies; ensure consistent governance and documentation quality.
  • Maintain FINMA-grade KYC/AML and lifecycle controls.

What We Offer

  • Geneva/Zurich platform with robust product depth and specialist support.
  • Competitive compensation aligned to sustainable growth and execution quality.

Compensation

Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).

We share confidential mandates directly with qualified bankers.

Browse rolesSubmit CV