Relationship Manager

Vor 7 Tagen

Lugano, Schweiz Mevelin AG Vollzeit

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

Relationship Manager (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.
  • 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.

If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (English CV and certificates/diplomas).

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