Asset Raiser, Wealth Channel

vor 4 Wochen


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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