Senior Client Relationship Manager, Switzerland
vor 4 Wochen
Location
Zurich - Bahnhofplatz 1Business - Brookfield Oaktree Wealth Solutions
Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.
Brookfield Culture
Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
Job Description
The Position
Brookfield Oaktree Wealth Solutions is seeking a Senior Client Relationship Manager to join our team in Switzerland.
This is a fantastic opportunity to foster strong client relationships while expanding your product expertise. The successful candidate will be responsible for business development within the wealth management segment, targeting private banks, multi-family offices, and independent wealth advisors. The role will also involve offering a broad range of products, from daily liquidity UCITS funds to closed-end vehicles.
Success in this role will depend on the candidate’s ability to develop existing client relationships and initiate new ones. Additionally, the candidate will contribute to the broader growth and development of Brookfield Oaktree Wealth Solutions.
This position reports directly to the Country Head.
Responsibilities
Capital Raising:
- Drive and support sales efforts aligned with BOWS' goals in Switzerland and internationally.
- Coordinate campaigns for existing product offerings.
- Onboard new products onto distributor platforms.
- Cross-sell strategically to public market stakeholders.
- Contribute to the marketing strategy and brand-building initiatives of the firm.
- Assist in organizing events and other promotional activities.
Investor Relations:
- Manage investor relationships by providing exceptional client service.
- Maintain close contact with key decision-makers in the home office.
- Respond to investor needs and proactively provide market insights.
- Collaborate with internal divisions (Product, Legal, Operations, etc.) to address client inquiries.
- Establish credibility as a specialist and relationship manager for the firm’s investment opportunities.
Product Development & Market Intelligence:
- Develop a strong understanding of Brookfield and Oaktree products.
- Contribute to the marketing strategy and positioning of specific funds and the firm as a whole.
- Provide market intelligence and assist in strategic planning for new product development.
Qualifications & Requirements
- A minimum of 15 years of experience in distribution, with a proven track record of building significant relationships across the wealth management sector in Switzerland. Knowledge of adjacent European markets is an advantage, though not required.
- A self-starter with the ability to work independently to achieve business growth objectives.
- A high-energy individual with the capacity to integrate into a performance-driven, lean team.
- A Bachelor’s degree (or equivalent) in Economics, Finance, or a related field.
- Fluency in Swiss German, French, and Italian is an advantage but not required.
- Additional professional credentials (e.g., CIMA, CAIA, CFA, MBA) are preferred but not mandatory.
Travel
- Significant travel will be required.
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted. #J-18808-Ljbffr-
Senior Client Relationship Manager, Switzerland
vor 1 Woche
Zürich, Zürich, Schweiz Brookfield VollzeitSenior Client Relationship Manager, SwitzerlandSenior Client Relationship Manager, SwitzerlandApply locations Zurich, Switzerland time type Full time posted on Posted 22 Days Ago job requisition id R2042245Location: Zurich - Bahnhofplatz 1Business - Brookfield Oaktree Wealth SolutionsBrookfield Asset Management, a leading global alternative asset manager,...
-
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitSenior Relationship Manager – Eastern European Clients Title: Senior Relationship Manager – Eastern European Clients Date: 25th March 2025 Our client is looking for a Senior Relationship Manager, focusing on the Eastern European market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales...
-
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitSenior Relationship Manager – Eastern European ClientsTitle: Senior Relationship Manager – Eastern European ClientsDate: 25th March 2025Our client is looking for a Senior Relationship Manager, focusing on the Eastern European market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and...
-
Senior Relationship Manager Switzerland
Vor 4 Tagen
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitAbout UsBROOKFIELD OAKTREE WEALTH SOLUTIONS - A Business Unit of Brookfield Asset Management.We are dedicated to delivering unparalleled alternative investment expertise to private wealth investors, in partnership with their financial advisors.Job OpportunityWe seek a highly experienced and motivated individual to fill the position of Senior Client...
-
Senior Client Relationship Manager, Switzerland
vor 2 Wochen
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitLocationZurich - Bahnhofplatz 1Business - Brookfield Oaktree Wealth SolutionsBrookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers...
-
Zürich, Zürich, Schweiz Vontobel VollzeitSenior Relationship Manager Intermediary Clients SwitzerlandApply locations Zürich / Genferstrasse 27 time type Full time posted on Posted 30+ Days Ago job requisition id 7520Do you want to join a dynamic and driven sales team at Vontobel Asset Management? Do you have a genuine passion for client acquisition and desire to work with a strong team to...
-
Client Relationship Manager
Vor 2 Tagen
Zürich, Zürich, Schweiz Google VollzeitAbout the PositionWe are seeking an experienced Travel Industry Expert to join our team as a Client Relationship Manager. In this role, you will be responsible for developing and maintaining relationships with senior leadership and their partners. You will act as a thought leader on Google's advertising product suite and clients' industry.Your Key...
-
Client Relationship Associate
Vor 6 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitAbout Our OrganizationMichael Page International (Switzerland) SA is a leading recruitment agency with a strong presence in the Swiss market. We specialize in placing top talent in various industries, including finance and banking.We are currently seeking a highly skilled and experienced Client Relationship Associate to join our team.Job Description:Support...
-
Client Relationship Manager
Vor 6 Tagen
Zürich, Zürich, Schweiz FINDERS SA VollzeitClient Relationship Manager -BankingRelationship Manager -BankingPosition Overview: We are seeking an experienced and motivated Relationship Manager (RM) to join our client. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships. The successful candidate will play a key...
-
Client Relationship Specialist
vor 1 Tag
Zürich, Zürich, Schweiz Broadgate VollzeitJob OverviewBroadgate is partnered with a high-growth External Asset Manager in Switzerland dedicated to delivering customized wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and relationship-driven client engagement.Role Summary:We are seeking an ambitious Client...
-
Client Relationship Manager
Vor 3 Tagen
Zürich, Zürich, Schweiz FINDERS SA VollzeitRelationship Manager -BankingPosition Overview: We are seeking an experienced and motivated Relationship Manager (RM) to join our client. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships. The successful candidate will play a key role in expanding our presence in...
-
Client Relationship Manager
vor 8 Stunden
Zürich, Zürich, Schweiz Finders SA VollzeitFinders SARelationship Manager -BankingPosition Overview:We are seeking an experienced and motivated Relationship Manager (RM) to join our client. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships. The successful candidate will play a key role in expanding our...
-
Client Relationship Manager
vor 16 Stunden
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitWe are looking for a highly motivated Client Relationship Manager to join our Private Clients Employee Desk team.As a trusted advisor, you will take ownership of client portfolios and develop in-depth understanding of their needs and preferences.You will act as a relationship lead accountable for the clients' experience, effectively managing a book of...
-
Zürich, Zürich, Schweiz Vontobel VollzeitDo you want to join a dynamic and driven sales team at Vontobel Asset Management? Do you have a genuine passion for client acquisition and desire to work with a strong team to consistently build up new business? The Vontobel Swiss Intermediary Team is looking for an experienced and well-connected Senior Sales Manager with an existing network in Banks,...
-
Relationship Manager
vor 1 Tag
Zürich, Zürich, Schweiz Broadgate VollzeitDirect message the job poster from BroadgateResearcher at Broadgate Search, Part of Trinnovo GroupBroadgate is partnered with a high growth External Asset Manager in Switzerland dedicated to delivering tailored wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and...
-
Relationship Manager
vor 3 Wochen
Zürich, Schweiz TN Switzerland VollzeitA renowned Private Bank in Switzerland is looking for driven private bankers who would act as a sparring partner for various clients on different markets. To this end, the candidate should combine the bank's extensive and tailor-made range of products in order to source, grow and manage a profitable portfolio of UHNWI and HNWI.This exciting role is suitable...
-
Client Relationship Manager
Vor 7 Tagen
Zürich, Zürich, Schweiz EFG International VollzeitJob OverviewEFG International is looking for a skilled Client Relationship Manager to join our team.The ideal candidate will have excellent communication skills, a strong understanding of financial instruments, and the ability to work effectively with clients to deliver high-quality services.Key responsibilities include:Managing client relationships,...
-
Senior Relationship Manager
Vor 2 Tagen
Zürich, Zürich, Schweiz Deutsche Börse Group VollzeitWe are seeking a Senior Relationship Manager - Large Accounts to lead a team of 6 senior relationship managers covering the largest asset management accounts on a global basis. The role involves client relationship management, where you will establish and drive strategic dialogue with senior-level clients, expand joint opportunity sets, and oversee contract...
-
Senior Private Banker – Polish Clients
Vor 6 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitTitle: Senior Private Banker – Polish Clients Date: 25th March 2025 Our client is looking for a Senior Private Banker, focussing on the Polish market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios. Duties...
-
Senior Private Banker – Polish Clients
vor 1 Woche
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitTitle: Senior Private Banker – Polish ClientsDate: 5th February 2025Our client is looking for a Senior Private Banker, focusing on the Polish market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.Duties Include:To...
