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:
1. Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships
2. Foster strong, long-lasting client relationships built on trust
3. Deliver exceptional support services that address client needs, goals, and expectations
4. Uphold high standards of client interaction and ensure compliance with Swiss regulations
5. Craft compelling marketing materials (e.g., customized presentations) tailored to client needs
6. Take ownership of various support tasks, projects, reporting activities, and control functions
7. Continuously improve relationship management processes and tools
Key Skills:
8. University degree in economics, finance, or banking
9. Prior experience as a Relationship Manager or Investment Advisor in the relevant regions within banks or external asset management companies
10. Solid professional experience (5+ years) in relationship management with HNWIs
11. Extensive network of potential HNW/UHNW clients
12. Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework
13. Independent and proactive work style with a willingness to travel frequently and work with a flexible schedule
14. Fluency in English, any other language is a plus
15. Strong proficiency in Microsoft Office applications
16. EU/EFTA-passport or a valid work permit (C or B) for Switzerland
17. If the candidate is based abroad, must be willing to relocate to Switzerland
18. Consultancy/Remote options may be considered for the right candidate (performance-based)
Job Advantages:
19. Great, inspiring management, fully licensed and professional asset management firm based in Zug, growing team
20. Base salary, bonus and other negotiable reward options
21. Freedom to make the role your own