Senior Relationship Manager Zurich / Basel
Are you looking for new challenges in an entrepreneurial and collegial environment?
At Tareno, we live a culture that fosters collaboration and innovation. Together we create a working environment with future prospects. Through internal support, a professional network and relief from administrative tasks, you can advise your customers in an entrepreneurial and independent manner.
Your area of responsibility
- Individual and independent support and advice for customers in all financial matters
- Development of customized, holistic and long-term customer solutions
- Freedom of choice in asset allocation and no product constraints
We offer you
- Support through in-house portfolio management and personal assistance
- Attractive custodian bank conditions thanks to top 15 EAM size in Switzerland
- Selection from 13 first-class custodian banks
- Fee sharing model with partner status
- Offices in Zurich and Basel
- Possibility of part-time work and home office
- Flat hierarchies and short decision-making paths
- Scope for entrepreneurial action
- Seal of quality as multiple award-winning “Best Asset Manager” from BILANZ
You bring with you
- Several years of experience and sound expertise in investment advice and asset management
- Transferable customer book of at least CHF 80 million
- Entrepreneurial thinking and acting
- Profound training in the field of banking & finance
- Ability to work in a team

Reach the summit of success with a well-equipped backpack
At Tareno, we equip our customer advisors with all the services they need to succeed.
- The map for orientation
Access to a broad network and first-class custodian bank conditions that pave the way to new clients. - The rope for security
Our experienced portfolio management team and personal assistance are at your side for every challenge. - The provision reserve
An attractive fee-split model and the opportunity to become a partner create long-term prospects and motivation. - The freedom of the route
You decide on the best strategy for your customers individually and entrepreneurially without any product constraints. - Protection from the elements
We respond to your personal needs with flexible working models such as part-time and home office.

Our services
At Tareno, we live a culture that focuses on innovation, collaboration and excellence. As an award-winning wealth manager, we create an inspiring working environment that offers you both stability and entrepreneurial freedom.
Thanks to our professional internal support, a strong network and relief from administrative tasks, you can concentrate fully on your clients – independently and individually.

Does that sound like your new challenge?
Then our CEO Ms. Wyss would be delighted to meet you. Discretion and confidentiality are a matter of course for us.