* Client Relationship Management & Business Development GER / ENG
* Wealth & Asset Manager
About Our Client
Our client is a well-established Wealth & Asset Management company in Geneva and other international financial places.
Job Description
* Integration in the structure;
* Client Relationship Management: Maintaining good client relationships with private clients, affluent, HNWI, and UHNWI, and answering all their requests;
* Business Development: Identifying, targeting, and establishing relationships with potential clients in Germany and the Swiss-German part;
* Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction, and identifying new investment opportunities;
* Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions;
* Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the German market and the Swiss-German market;
* Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners;
* Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction;
* Participation in the day-to-day office activities.
The Successful Applicant
* Diploma in Finance, Economics or Business;
* Significant first professional experience in client relationship management and/or business development with private clients;
* Strong interest and knowledge of financial instruments and financial markets;
* Good knowledge of MS Office and banking software;
* German native language;
* Fluent in English;
* French as an asset;
* Easy-going, willing to learn, client-oriented & detail-oriented.
What's on Offer
Our client offers a 100% permanent contract within a growing, dynamic, and human-sized environment. Some remote work could be possible occasionally.
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