Very attractive revenue sharing scheme with high leverage

Triaxis AG is an independent asset manager with a FINMA licence in the heart of Zurich City. It has been successfully serving wealthy private clients, executives and entrepreneurs for 40 years. It offers an optimal infrastructure, which gives you the freedom to act entrepreneurially and to participate in its success to an above-average extent.

For our further expansion, we are looking for success-oriented:

Private Banking Relationship Manager (80-100%)

Are you looking for independence but have not yet found the right partner? In this entrepreneurial environment, you can hand over all the administrative and regulatory work and focus on your core business of advising clients.

Your main tasks

• Bringing your clients with you, who want you to have more time for them and want product-independent advice
• To inspire and acquire new clients
• Taking care of your book or hand over portfolio management to a specialist
• Using the established processes to be 100% compliant

Your profile

• Sound training and further education
• Several years of experience in private banking
• Entrepreneurial thinking and behavior
• Curious team player personality
• Able to bring your own book of private banking clients
• Ideally, your clients are domiciled in our focus regions of Switzerland, rest of Europe and Latin America (LatAm).
• Business fluent in German and/or English, additional languages are advantageous

Benefits

• A high degree of independence and personal responsibility
• Very attractive revenue sharing model
• Flexibility in terms of location and working hours
• Several first-class custodian banks with correspondingly good conditions
• Modern infrastructure (CRM and PM system), licenses, subscriptions
• Possibility of participation if desired

If you are looking for freedom, short decision-making processes and an entrepreneurial spirit, we should get to know each other. We look forward to hearing from you.