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Senior Relationship/Business Development Officer
vor 4 Wochen
Job Description
Senior Relationship / Business Development Officer
Job Purpose
To support existing investment consultancy clients of the company and to build and
maintain your own client base.
Suitable Candidate
The ideal candidate will be working in an asset management, private banking or
business development role. The role will be evenly balanced between relationship
management and business development.
Experience within the Swiss, UK, Channel Island and South African markets would be
an advantage.
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
Develop key markets
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 company strategy
Minimum Requirements
- Mother tongue command of written and spoken English
- Relevant Investment Qualifications
- Minimum five years business development and relationship manager experience
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 - Defined revenue sharing on new business acquisition and retained clients
- 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
Location Zurich, 8006, Switzerland
Please send your application to James Day, james.day@peritus.ch
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