Senior Relationship / Business Development Officer Senior Relationship / Business Development Officer …

Peritus Investment Consultancy AG
in Zurich, Switzerland
Permanent, Full time
Last application, 25 Jan 21
150000
Peritus Investment Consultancy AG
in Zurich, Switzerland
Permanent, Full time
Last application, 25 Jan 21
150000
Posted by:
James Day • Recruiter
Posted by:
James Day
Recruiter
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

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