Senior Relationship

vor 1 Woche

Zürich, Zürich, Schweiz Peritus Investment Consultancy Vollzeit

Client Support

  • Regularly visit all clients
  • Communicate pro-actively and with sensitivity to needs
  • Cultivate a close relationship with each client
  • Become a trusted consultant and guardian for the families
  • Enhance clients' understanding of investments

Business Growth

  • Monthly visits to key centers to build connections
  • Pro-actively engage with important connections
  • Expand key markets

Investment - Client Interaction

  • Create and send investment proposals to clients
  • Participate in client meetings and events
  • Address investment inquiries
  • Prepare customized quarterly reports

Operational Responsibilities

  • Maintain and improve CRM Database
  • Contribute actively to business strategy and planning

Minimum Qualifications

  • Fluent in written and spoken English
  • Relevant Investment Certifications
  • Minimum of five years in business development and relationship management roles

Desired Attributes

  • Highly motivated individual
  • Strong ethical values and integrity
  • Self-motivated and detail-oriented
  • Excellent communication skills
  • Customer service-oriented mindset
  • Ability to work well in a team

Salary and Benefits

  • Compensation includes a competitive fixed salary
  • Attractive revenue sharing on new business acquisition and client retention
  • Participation in the company's stock option plan

How to Apply

Candidates are required to submit the following documents:

  • Copies of academic and professional credentials
  • References from previous positions
  • Sample communication materials

Location: Zurich, 8006, Switzerland

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