Asset Raiser, Wealth Channel

vor 1 Woche

Zürich, Zürich, Schweiz William Blake Group Vollzeit

Responsibilities:

  • Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland
  • Strategize and map the investor landscape
  • Understand competitor offerings and work towards positioning the products and the firm with these in mind
  • Create high-quality, tailored marketing materials and responses to client requests
  • Participate in the entire client lifecycle, from client contract negotiations, client onboarding, and relationship management

Requirements:

  • 5-10 years' experience working in a third party distribution role at another investment manager, raising assets from the private wealth channel
  • In depth understanding of the Swiss private wealth channel and a strong network in this space
  • Strong communicator, both written and in-person
  • Collaborative worker, able to work with multiple global stakeholders in order to achieve a common goal
  • Strong relationship management skills
  • Excellent presentation skills

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