Senior Relationship Manager Poland

• Manage and grow a private client portfolio consisting of high-net-worth and ultra-high-net-worth individuals from Poland
• Actively develop new client relationships in the region, including regular travel for business development and client meetings
• Deliver tailored financial advice, investment strategies, and bespoke solutions to meet a wide range of client needs
• Collaborate with internal specialists across investment management, wealth planning, and advisory services to provide holistic solutions
• Maintain strict adherence to internal policies and regulatory standards applicable in both Switzerland and the clients' jurisdictions

• At least 10 years of successful experience as a Relationship Manager or Private Banker serving clients from Poland
• Demonstrated success in client acquisition and retention within the target region
• Proven ability to generate revenue and attract new assets under management (AuM).
• Strong understanding of the financial, legal, and regulatory landscape in Poland
• In-depth knowledge of investment products, private banking services, global compliance considerations, and financial markets
• Excellent interpersonal and communication skills, with a strong ability to build trust and maintain long-term client relationships

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