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Senior Relationship / Business Development Officer

Peritus Investment Consultancy AG
Schweiz, Zürich
Gepostet vor 4 Tagen In-Office Permanent Salary in line with experience - base and 20% revenue share
Support existing and grow your own investment consulting client base. Introduce new clients with a focus on the Swiss marketplace of Trust Companies, Accountants, Law Firms, Family Offices and Private clients.

Key Responsibilities

Client Support

  • Regular client visits
  • Pro-active communication 
  • Nurture and grow a deep relationship with each client
  • Become a trusted advisor and protector of the families
  • Enhance clients’ investment knowledge

Business Development

  • Visit key Swiss centres monthly to develop relationships and grow business
  • Pro-active communication with key stakeholders             

Investment - Client Communication

  • Design and distribute client investment proposals
  • Present at client meetings and represent the company at events
  • Pro-actively respond to investment related enquiries
  • Create tailored quarterly reports

Business Administration

  • Maintain and enhance CRM Database
  • Actively contribute to business planning and the direction of the company’s strategy

Minimum Requirements

  • Mother tongue command of written and spoken English
  • Relevant Investment Qualifications
  • Minimum seven years relevant business development and relationship manager experience
  • Desired background – boutique Private Bank – Asset/Wealth Manager
  • Comfortable with small team environment 

Personal Qualities

  • Highly motivated / Proactive
  • Strong values of ethics and integrity
  • Self starter / Driven
  • 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 company's share scheme

Application Process

 Candidates must provide the following:-

 Copies of all educational and professional qualifications

  • References for each position held
  • Examples of written materials which display communication style
  • Evidence of buisness development success

   Location Zurich, 8006

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