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Senior Relationship/Business Development Officer

vor 4 Monaten

CH Zürich Peritus Investment Consultancy AG Vollzeit

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