Client: RSI London Group
Location: Job Category: Customer Service
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Job Reference: 8d748dd7619e
Job Views: 9
Posted: 21.01.2025
Expiry Date: 07.03.2025
Job Description: Our client, an independent Swiss Asset Management Company with FINMA license based in the canton Zug, is looking to onboard a few CRMs to cover various regions: Eastern Europe, Latin America, and the Middle East. We are looking for candidates with developed books of potential HNW clients totalling 30mln and up.
Responsibilities:
Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships
Foster strong, long-lasting client relationships built on trust
Deliver exceptional support services that address client needs, goals, and expectations
Uphold high standards of client interaction and ensure compliance with Swiss regulations
Craft compelling marketing materials (e.g., customized presentations) tailored to client needs
Take ownership of various support tasks, projects, reporting activities, and control functions
Continuously improve relationship management processes and tools
Key Skills:
University degree in economics, finance, or banking
Prior experience as a Relationship Manager or Investment Advisor in the relevant regions within banks or external asset management companies
Solid professional experience (5+ years) in relationship management with HNWIs
Extensive network of potential HNW/UHNW clients
Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework
Independent and proactive work style with a willingness to travel frequently and work with a flexible schedule
Fluency in English, any other language is a plus
Strong proficiency in Microsoft Office applications
EU/EFTA-passport or a valid work permit (C or B) for Switzerland
If the candidate is based abroad, must be willing to relocate to Switzerland
Consultancy/Remote options may be considered for the right candidate (performance-based)
Job Advantages:
Great, inspiring management, fully licensed and professional asset management firm based in Zug, growing team
Base salary, bonus and other negotiable reward options
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.
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