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

Peritus Investment Consultancy AG
in Zürich
Festanstellung, Vollzeit
Letzte Bewerbung, 20 Sep 21
Competitive Salary and 20% Revenue share
Peritus Investment Consultancy AG
in Zürich
Festanstellung, Vollzeit
Letzte Bewerbung, 20 Sep 21
Competitive Salary and 20% Revenue share
Gepostet von:
James Day • Recruiter
Gepostet von:
James Day
Recruiter
To build your own investment consulting client base and support and maintain your clients and existing clients of the company. Location - Zurich

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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