Relationship Manager East Europe/Latin America

Vor 7 Tagen

Lugano, Tessin, Schweiz Mevelin AG Vollzeit

For our client, an independent Swiss Asset Management Company with a FINMA license, we are looking for:

Relationship Manager East Europe/Latin America (m/f/d) 100%

Tasks
  • Leverage extensive market experience and in-depth knowledge of

    global financial markets and products to cultivate existing and

    establish new client relationships.
  • Foster strong, long-lasting client relationships built on trust.
  • Deliver exceptional support services that address client needs, goals, and expectations.
  • Uphold high standards of client interaction and ensure compliance with Swiss regulations.
  • Craft compelling marketing materials (e.g., customized presentations) tailored to client needs.
  • Take ownership of various support tasks, projects, reporting activities, and control functions.
  • Continuously improve relationship management processes and tools.
Requirements
  • University degree in economics, finance, or banking.
  • Prior experience as a Relationship Manager or Investment Advisor in Swiss,

    European, US or Latin American banks or external asset management companies is

    preferred.
  • Solid professional experience (5+ years) in relationship management with HNWIs.
  • Extensive network of potential HNW/UHNW clients in Eastern European or Latin American countries.
  • Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework
  • Independent and proactive work style with a willingness to travel frequently and work with a flexible schedule.
  • Fluency in English, any other language is a plus
  • Strong proficiency in Microsoft Office applications
  • EU/EFTA-passport or a valid work permit (C or B) for Switzerland.

Wenn Sie sich mit den Anforderungen dieser Vakanz identifizieren können, freuen wir uns auf Ihre Bewerbungsunterlagen.

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