Senior Relationship Manager
This position will be based in Zurich, Switzerland and requires a Swiss residency.
YOUR TEAM
- We are a high performing group of private banking relationship managers based in our Zurich office. The team is made up of a selective number of highly efficient professionals who have built long standing, deep and trusted relationships across the Swiss market and who are recognised as experts in wealth management, local regulations and client centric solutions with a proven track record.
- Each member brings extensive knowledge of the Swiss private banking landscape - from family office dynamics to the needs of expatriate entrepreneurs and local high net worth clients alike.
- While we deliver strong results for our clients, we are equally committed to developing junior talent. Your senior colleagues will actively coach you, involve you in client meetings and give you ownership of projects that accelerate your professional profile.
- We work closely together, sharing insights and best practices daily, so you will always have a sounding board and a mentor to turn to.
YOUR WORKDAY
The Senior Relationship Manager leads the end‑to‑end management of a high‑net‑worth client portfolio, drives new‑business acquisition and mentors junior relationship managers. You will act as a trusted bank partner for sophisticated clients and as a “business developer” for the Wealth Management franchise in Switzerland.
Marketing & Sales
- Define and execute a comprehensive acquisition strategy for HNWI, family‑office and entrepreneur prospects, leveraging your extensive personal network and market intelligence.
- Lead the design and rollout of high‑impact marketing initiatives that reinforce BNP Paribas’ brand positioning in the German‑Swiss market.
- Oversee the development of customised sales‑and‑marketing plans for each prospect, ensuring alignment with their strategic objectives and the Bank’s solution portfolio.
- Conduct regular client outreach, monitor pipeline health and report on performance against revenue, asset‑growth and Net‑New‑Client (NNC) targets.
- Coordinate with internal specialists across Investment Banking, Asset Management, Corporate Banking and other divisions to deliver integrated, cross‑border solutions.
- Perform deep‑dive portfolio reviews, providing strategic advisory that incorporates the full range of BNP Paribas Wealth Management products.
- Identify and champion cross‑selling opportunities, translating them into actionable proposals for clients.
- Guarantee compliance with all suitability, regulatory and risk‑management standards throughout the client journey.
- Direct the onboarding of new accounts, ensuring all documentation, KYC and compliance checks are completed flawlessly.
Profitability
- Lead the annual target‑setting process for your book, establishing ambitious yet achievable financial objectives.
- Own the management of asset, revenue and expense budgets for your portfolio, driving performance that exceeds agreed targets.
- Strengthen client relationships through proactive stewardship, anticipating needs and delivering solutions that enhance both client satisfaction and the Bank’s profitability.
Service Excellence
- Maintain the highest levels of client satisfaction through exceptional service standards, timely follow‑up and a solutions‑first mindset.
- Escalate and resolve complex client issues in partnership with senior management, ensuring swift and satisfactory outcomes.
- Provide actionable feedback to product, operations and service teams, influencing enhancements that improve the client experience.
- Champion a culture of open, collaborative communication with all business and support functions, ensuring seamless service delivery and alignment with the Bank’s strategic priorities.
Team & Senior-RM Support
- Mentor and coach Junior and Relationship Managers, sharing expertise on client acquisition, portfolio management and risk compliance.
- Lead the preparation of sophisticated client presentations, investment proposals and market analyses in partnership with Senior‑RM peers.
- Drive internal knowledge‑sharing initiatives, lead best‑practice workshops and coordinate cross‑functional projects that raise the overall performance of the relationship management team.
YOUR PROFILE
- Minimum 8 years of progressive experience in wealth management, private banking, corporate banking or investment banking, with a proven track‑record of independently managing a high‑net‑worth client book.
- University degree in finance, economics, business administration or a related discipline; professional certifications (e.g., CFA, CPA) are a plus.
- Exceptional interpersonal and communication skills, capable of building deep, trusted relationships with ultra‑high‑net‑worth individuals, families and family offices.
- Strong leadership mindset demonstrated ability to coach junior colleagues and influence cross‑functional teams.
- High degree of integrity, aligned with BNP Paribas’ values of diversity, equity, inclusion and ethical conduct.
- Fluent in German (native or excellent proficiency in writing and speaking), with strong command of English (written and spoken) and preferably French (written and spoken).
YOUR SKILLS
- Expert‑level analytical and quantitative skills, enabling you to perform sophisticated financial modelling, risk assessments and bespoke investment strategy design.
- Comprehensive knowledge of wealth‑management, credit, investment and asset‑management products, with the ability to position them effectively for complex client needs.
- Proven ability to design and execute high‑impact marketing & sales programs, manage sizable pipelines and consistently exceed revenue/asset‑growth targets while upholding strict compliance and suitability standards.
- Well‑established network within the Swiss market and a demonstrated capability to convert relationships into sustainable business growth.
- Strong project‑management and organisational skills, with the capacity to lead cross‑functional initiatives and drive continuous improvement.
WHY THIS ROLE MATTERS
In a competitive on‑shore private‑banking landscape, the ability to attract, retain and grow high‑quality client relationships is the engine of growth. As a Senior Relationship Manager you will be at the forefront of that engine – turning market intelligence into deep, long‑lasting partnerships and those partnerships into sustainable wealth for both our clients and the BNP Paribas Group. Your leadership will directly reinforce the bank’s strategic ambition to expand its on‑shore presence in Switzerland while upholding the group’s commitment to ethical conduct, diversity, equity and responsible finance.
WHY JOIN US?
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.
In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.
Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.
NB: all terminologies apply in both the feminine and the masculine.
