Wealth Manager / Client Relationship Manager

Company Overview

Titans Consulting AG is an independent asset manager based in Zurich. The firm specializes in tailored wealth management and family office services for an international, high-net-worth private clientele.

Role Responsibilities

In this position, you will be responsible for acquiring clients in the (U)HNWI segment, thereby contributing to the growth of assets under management. Key responsibilities include:

• Identifying and proactively approaching potential HNWI/UHNWI clients through your network
• Acquiring new clients and building your own client portfolio
• Presenting and actively marketing the full range of wealth management and multi-family office services
• Advising clients in close collaboration with investment and operations teams
• Ensuring full compliance with regulatory requirements, particularly KYC/AML, documentation, and suitability/appropriateness standards
• Actively contributing to the further development of business development strategy and market activities

Required Profile

• Experience in wealth management, private banking, investment advisory, or a comparable client-facing role with HNWI clients
• A relevant network of potential HNWI clients and/or key intermediaries, along with the ability to leverage and continuously expand this network
• Understanding of investment products, portfolio management, and the regulatory environment
• Strong interpersonal and communication skills, high integrity, and an entrepreneurial, results-driven mindset
• Excellent English language skills

What We Offer

• The opportunity to build and develop your own HNWI client portfolio within an agile, owner-managed wealth manager
• Short decision-making paths and close collaboration with partners and investment specialists
• An attractive compensation model
• Modern office space in the center of Zurich, as well as a professional, international working environment