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