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Senior Relationship
vor 1 Monat
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
- Generous 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 communication materials
Location Zurich, 8006, Switzerland
Please send your application to James Day, james.day@peritus.ch
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