**Senior Relationship Manager - Exclusive Platform Partnership**

Everon (Bilanz Switzerland's #1 Wealth Manager 2025) seeks accomplished Relationship Managers for selective partnerships on our FINMA-regulated platform.

**Flexible Structure**

This is a partnership opportunity for senior advisors who have:

- Built substantial HNWI client relationships over 10+ years.
- Want complete investment independence.
- Desire to serve clients in a boutique, personalized environment.
- Entrepreneurial mindset and proven relationship management success.

**The Opportunity**

**Complete Independence**

- You own your client relationships and investment approach.
- Full autonomy in strategy, asset allocation, and service model.
- Your practice, your way - no institutional constraints.

**Institutional Support**

- FINMA-regulated infrastructure and compliance.
- All back-office operations handled (no administrative burden).
- Advanced technology platform.
- Custom financial product development.

**Boutique Positioning**

- Your HNWI clients receive truly personalized service.
- Not "one of many" in a large organization.
- Quality over quantity approach.
- Maintain the trust and connection you've built.

**Performance Economics**

- No earning caps or revenue limits.
- Your practice growth = your income growth.
- Designed to reward successful advisors.

**Who Should Explore This**

We're selective. This works for advisors who have:

- **Substantial Portable Relationships**
- Built over years at premium Swiss banks or wealth managers, with clients who trust you beyond the brand.
- **Senior-Level Experience**
- Typically 10+ years as RM, Private Banker, or Investment Advisor at major institutions.
- **Entrepreneurial Drive**
- Want to build something of your own, comfortable with independence and accountability.
- **Relationship Excellence**
- Your clients value your personal advice and service, not just the institutional name.
- **Swiss Location**
- Currently based in Switzerland managing client relationships.

**Why Senior Advisors Transition**

Our partners previously worked at banks and other established firms. They chose independence to:

- Gain complete investment control and client service freedom.
- Eliminate bureaucracy that constrained their effectiveness.
- Capture more value from relationships they cultivated.
- Serve sophisticated clients in boutique, personalized setting.
- Build lasting value for themselves, not just an institution.

Complete discretion assured.