Senior Relationship Manager — CH Onshore

**Title:** Senior Relationship Manager — CH Onshore

**Location:** Lausanne (Romandie)

Position Overview

Advise **HNW/UHNW Swiss onshore** clients across **Romandie** (Lausanne/Vaud/Geneva), offering comprehensive local solutions.

Key Responsibilities

• Develop and manage a portfolio across Lausanne, Vaud, and Geneva.
• Provide investment advisory, lending, pension, and estate planning tailored to Swiss onshore needs.
• Grow referral channels with local professionals; ensure top-tier client service.
• Uphold **FINMA** compliance and rigorous **KYC/AML**.

Core Requirements

• 7+ years Swiss onshore PB; proven Romandie network.
• Fluency in **French** and English; strong local presence.
• Acquisition and long-term relationship management skills.

Essential Competencies

• Client-first mentality, diligence, and collaborative mindset.
• Strong ethics and attention to detail.

What Our Client Offer

• Strong Romandie brand, supportive culture, and competitive compensation.

Compensation

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