To build, maintain your own invetment consulting client base and support existing clients of the company.
Principal Functions
Client Support
- Visit all clients regularly
- Communicate with pro-activity and sensitivity to needs
- Nurture and grow an intimate relationship with each client
- Become a trusted advisor and protector of the families
- Develop clients’ investment knowledge
Business Development
- Visit key centres monthly to develop relationships
- Pro-actively communicate with key relationships
Investment - Client Communication
- Design and send client investment proposals
- Present at client meetings and events
- Respond to investment related enquiries
- Produce tailored quarterly reports
Functional Work
- Maintain and enhance CRM Database
- Actively contribute to business planning and direction of the company’s strategy
Minimum Requirements
- Mother tongue command of written and spoken English
- Relevant Investment Qualifications
- Minimum seven years business development and relationship manager experience
- Desired background – boutique Private Bank – Asset/Wealth Manager
- Exposure to small team environment
Personal Qualities
- Highly motivated
- Strong values of ethics and integrity
- Self starter
- Attention to detail
- Communication / Articulate
- Service driven attitude
- Team player
Compensation
- Remuneration will comprise of a fixed salary in line with the candidates’ experience, an annual bonus, revenue sharing on new business acquisition
- Participation in the companies share scheme
Application Process
Candidates should provide the following:-
Copies of all educational and professional qualifications
- References for each position held
- Examples of written materials which display their communication style
Location Walchestrasse 23, Zurich, 8006
