Business, Administration & Tourism

Relationship-Manager/in Private Banking

You advise wealthy clients on investing their money.

Relationship-Manager/in Private Banking

01 · Overview

What this profession is about

You manage demanding investment clients. You create financial plans. You represent the bank at exclusive events.

As a Relationship-Manager/in Private Banking, you guide wealthy private and institutional clients on their financial journey. You analyze their personal goals. You develop custom investment strategies. You build lasting trust. You combine deep expertise with excellent service. You represent your bank at exclusive client events and professional conferences in Switzerland and abroad.

FieldBusiness, Administration & Tourism
Education pathHigher Education Profession
IndustryBanking
Swissdoc 0.615.23.0

02 · Salary

What you can earn

MedianCHF 69'918
CHF 58'500CHF 84'500
✓ Strong salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Banquet Chef. Based on 84 observations, updated 7 months ago.

Salary by experience

60k65k70kmedian 70k68k70k62k73k71k60k0-2 yrs3-5 yrs6-8 yrs9-11 yrs12-21 yrs21+ yrs
View as table
ExperienceSalary (CHF)
0-2 yrsCHF 68'000
3-5 yrsCHF 70'326
6-8 yrsCHF 62'218
9-11 yrsCHF 72'800
12-21 yrsCHF 71'324
21+ yrsCHF 60'000

Salary trend

+4% over decade
68k70k68k67k71k70k2014-20162017-20192020-20222023-2025
View as table
PeriodSalary (CHF)
2014-2016CHF 67'600
2017-2019CHF 67'091
2020-2022CHF 70'850
2023-2025CHF 70'000

Top earning cantons

  • ZurichCHF 71'50029 obs.
View as table
CantonSalaryObs.
ZurichCHF 71'50029

Top paying industries

  • Catering / HotelCHF 70'20067 obs.
  • Banking / Financial institutionsCHF 60'0007 obs.
View as table
IndustrySalaryObs.
Catering / HotelCHF 70'20067
Banking / Financial institutionsCHF 60'0007

03 · Pathway

How to enter and grow

Swiss training pathway available in the full profile

  • 🎓 Relationship Manager

Official education path

You typically start with a university degree in business administration. Or you complete a commercial training with a special focus on banking.

Typical training path

Relationship Manager

Prerequisites

  • University degree in Law
  • EFZ als Kaufmann/-frau Bank
  • Handelsschule with bank internship
  • Bankwirtschafter/in HF
  • Finanzplaner/in (BP)
  • Chartered Financial Analyst (CFA) from the Center for Business Studies (CfBS)
  • Finanzanalytiker/in und Vermögensverwalter/in (eidg. Diplom)
  • Finanz- und Anlageexperte/-expertin (eidg. Diplom) from the Ausbildungzentrum für Experten der Kapitalanalage (AZEK)
  • Certified International Wealth Manager (CIWM) from the Association of International Wealth Management (AIWM)

04 · Skills & fit

What it takes

Required skills

  • Analytical thinking
  • Strong communication skills
  • Customer orientation
  • Negotiation skills

Personality fit

  • Swiss career path
  • Career transition
  • Professional growth

05 · Daily reality

What the work feels like

Typical day

You sit at your desk. You check the current portfolio developments of your clients. You call them to discuss the strategy. Then you prepare a presentation for a meeting with a new investor.

  • You advise private and institutional clients on investing their assets.
  • You identify the individual risk and return options for your clients.
  • You develop tailored financial plans. You present concrete investment proposals.
  • You maintain long-term client relationships through regular contact.
  • You represent your bank at exclusive client events and professional conferences.

Working conditions

You usually work in the branches or centers of banks and financial institutions. Occasionally, you also represent your institution at external client events.

Strengths

  • Analytical thinking
  • Strong communication skills
  • Customer orientation
  • Negotiation skills

Trade-offs

  • High responsibility
  • Continuous training
  • Time pressure
  • External appointments

06 · Similar

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