Relationship Manager
vor 6 Monaten
Private equity funds have long been one of the most attractive investment opportunities, outperforming public market benchmarks, like the S&P 500. But these funds have also been difficult or impossible to access, especially for individuals. Onerous paperwork, high investment minimums (~€10m) and difficulty picking a fund have all been hurdles that kept individuals out. Access has always been dominated by institutions or a select few. Enter Moonfare.
Moonfare is revolutionising access to private equity using a fully digital platform that provides qualified investors access to selectively vetted top-performing funds within 15 minutes and at minimums as low as €50,000. Moonfare provides investors with innovative reporting and the potential to trade their stakes in funds using our Secondary Market. We are introducing never before seen transparency and liquidity to private equity, and with our ongoing expansion across key markets in Europe and Asia, we are enabling investors around the world to reach further.
The Moonfare team brings together individuals with a wealth of different backgrounds, from leading investment and private banks and private equity fund managers to disruptive tech startups, leading newspapers and top law firms. Moonfarians strive to keep growing and want to challenge the status quo while working as a team to deliver innovative solutions and the Moonfare vision.
**Relationship Manager (M/F/d)**
**Berlin based. Visa & relocation support available.**
As a Relationship Maanger, you'll be managing a large pool of more sophisticated investors and contributing to the business development in Germany.
**You will**:
- Support investors across the entirety of the investment lifecycle and make suggestions on how to improve & optimise sales processes at Moonfare
- Drive a proactive approach to investor portfolio management, including portfolio reviews
- Advance knowledge of all private assets and investing
- Build resilience and the ability to have complex conversations with sophisticated investors
- Become an enthusiastic and engaging member of the team, learning from others and increasing your skillset whilst encouraging others to do the same
- Lead cross-functional initiatives (e.g. events) to broaden your network and strategic understanding of the company
**The next Moonfarian**:
- Advance knowledge of all private assets and investing
- At least 4 years of relevant financial experience ideally within the PE or VC space
- Native equivalent German and fluent written and verbal communication skills in English
- Client focused mindset and is comfortable building relationships with a wide range of investors
- Has exceptional organisational skills and has the ability to run your calendar and function as an 'entrepreneur' within the broader team
- Has clear & concise sales communication skills and has the ability to convey complex topics in a precise manner
- Is comfortable handling rejections and persuading
- Has previously conducted in-depth portfolio reviews and understands the clients' needs and interests
- Has excellent book management skills and has a proven track record in converting new leads to investors
- Actively participates in networking, events, and conferences in the DACH region
- Is energetic and will bring additional drive and ambition to an already high performing team
**Invest in yourself**:
- **Ownership**: All team members are empowered to bring ideas, make decisions and have impact. Participate in our equity program and share in our success.
- **Transparency**: Everyone at Moonfare is regularly updated on strategic progress, KPI tracking, product updates and changes.
- **Growth**: Not only will you grow in your role, you also have access to an individual growth budget of €1,500 or 2% of base salary (whichever is higher).
- **Diversity**: Our Diversity Committee ensures we hold ourselves accountable and continuously improve our D&I initiatives.
We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We're committed to developing an inclusive and safe culture where everyone — regardless of colour, race, religion, sex, origin, sexuality, disability, marital status, citizenship or gender identity — knows that they are an integral part of the team and can bring their full potential to their work.
-
Assistant Relationship Manager
vor 6 Monaten
Zurich, Schweiz LHH VollzeitFor our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...
-
Relationship Manager
vor 5 Monaten
Zurich, Schweiz Monterosa Services AG Vollzeit**NEXT GENERATION RELATIONSHIP MANAGER based in Zurich**: Are you passionate about Emerging Markets and cross-border investments? Are you able to handle complexity and to present simple solutions? Do you want to become a next generation key stakeholder in the Monterosa Group? If the answer to these questions is yes, we would like to meet you. Monterosa is a...
-
Relationship Manager
vor 5 Monaten
Zurich, Schweiz Saxo Bank VollzeitZurich, Switzerland Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich. We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...
-
Investor Relationship Manager
vor 6 Monaten
Zurich, Schweiz WEXECUTIVE VollzeitM- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...
-
Junior Relationship Manager
vor 6 Monaten
Zurich, Schweiz Bank Vontobel VollzeitJunior Relationship Manager At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and...
-
Relationship Manager
vor 5 Monaten
Zurich, Schweiz Amicum Capital AG VollzeitAmicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. The company is registered in Zurich in 2016 and controlled by its management. **Amicum Capital helps its clients to**: - manage financial investments deposited at leading Swiss banks; - finance large purchases...
-
Regional Sales Manager, Dach
vor 6 Monaten
Zurich, Schweiz Radware Bot Manager VollzeitRegional Sales Manager, DACH - Switzerland - (2400003D) Regional Sales Manager, DACH - Switzerland Radware is looking for a Regional Sales Manager in DACH to engage Radware within key Enterprise industries. To define and represent the enhanced Radware proposition to defined players in this market segment and to aggressively grow Radware’s market share...
-
Relationship Manager Institutional Clients
vor 5 Monaten
Zurich, Schweiz JobHive AG VollzeitWer stellt ein? Für eine Bank mit Sitz in Basel suchen wir eine(n) Relationship Manager/in für Institutionelle Kunden! Aufgaben - Anspruchsvolles Portfolio von privat gehaltenen Unternehmen selbständig betreuen und entwickeln - Den strategischen Dialog mit Treasurern, CFO, CEO und gegebenenfalls VR pflegen - Neukunden akquirieren, auf Cross-Selling und...
-
Wealth Planner
vor 6 Monaten
Zurich, Schweiz Thomson Consulting AG VollzeitUnsere Auftraggeberin, ist eine führende und erfolgreiche Unternehmung. Wir suchen Kontakt zu einer flexiblen und an selbständiges Arbeiten gewohnte Persönlichkeit. Aufgaben Als Relationship Manager & Wealth Planner sind Sie zuständig für die Beratung und Betreuung der Kinden\*innen in der ganzheitlichen Vermögensplanung und Vermögensorganisation....
-
Relationship Manager
vor 5 Monaten
Zurich, Schweiz Robert Half Vollzeit**Vacancy**:Relationship Manager - Trading (f/m/x)**: - We are looking for a **Relationship Manager** for our client, a **Bank **specialized in** Trading **based in** Zürich**. For this position, the employee in question will work directly for our client. The support, placement and all of our additional services are free of charge for you as the...
-
Relationship Manager
vor 6 Monaten
Zurich, Schweiz Globalance Bank VollzeitWIR SUCHEN DICH! **Relationship Manager (HNWI)**: 80-100 % in Zürich - per sofort **Deine Rolle in fünf Sätzen**: - Du bist ein leidenschaftlicher Akquisiteur und hast Freude daran, ein eigenes Kundenbuch für eine der schnellst wachsenden Privatbank in der Schweiz aufzubauen. - Du bist agil und motiviert, den Markt mit eigenen Akquisitionsideen zu...
-
Cross Unit Relationship Manager Booking Center
vor 5 Monaten
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Cross Unit Relationship Manager (CURM) is the primary point of contact of RMs located in another legal entity of the...
-
Junior Relationship Manager Real Estate
vor 6 Monaten
Zurich, Schweiz CG24 Group AG Vollzeit**Junior Relationship Manager Real Estate 80-100%** Wir sind die CG24 Group AG - das führende FinTech-Startup im Bereich Marketplace-Lending in Zürich. Über unsere Crowdlending Plattform finanzieren wir KMU’s, Privatpersonen sowie professionelle Immobilienunternehmen. Privatpersonen und institutionellen Anlegern bieten wir innovative...
-
Relationship Manager
vor 5 Monaten
Zurich, Schweiz FUTURE WATCH Vollzeit_**SERIOUSLY. THIS IS AN OPPORTUNITY YOU DON’T WANT TO MISS..**_ **Our Client is a niche, globally active financial services group offering traditional wealth management and specialized investment services to Swiss and overseas HNWI & institutional clients.** **They have an established presence in Zurich and with various countries worldwide.** **Our client...
-
Cross Unit Relationship Manager Booking Center
vor 6 Monaten
Zurich, Schweiz Yakoubi Associates VollzeitOn behalf of our client, a renowned Swiss Private bank in Zurich, we are looking for a Cross Unit Relatiosnhip Manager to be a part of their Booking Center team. Tasks - Provide high quality support to Dubai based Relationship Managers (RMs) and their clients as Cross Unit Relationship Manager for their Zurich booked accounts - Ensure that accurate and...
-
Relationship Manager, Yachting and Aviation
vor 6 Monaten
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Market related per month - Job Type:Permanent Posted about 5 hours ago Relationship Manager, Yachting and Aviation - Zurich An exciting opportunity with one of the largest independent wealth management and trust companies in the world. With over 100 years of history, on their behalf we are currently looking for experienced...
-
Relationship Manager Wm Eastern Europe
vor 6 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 282320BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and...
-
Relationship Manager/ Private Wealth Manager De/ch
vor 6 Monaten
Zurich, Schweiz JobHive AG VollzeitWer stellt ein? Für eine Privatbank mit Sitz in Zürich suchen wir einen Relationship Manager/in oder Private Wealth Manager für den Deutschen/ Schweizer Markt! Tasks - Ganzheitliche Betreuung und Beratung von vermögenden Privatkunden, Unternehmern, Stiftungen und semi-institutionellen Kunden - Erschließung marktspezifischer Neukundenpotenziale in der...
-
Junior Relationship Manager
vor 5 Monaten
Zurich, Schweiz Robert Half Vollzeit**Vacancy**:Junior Relationship Manager - Trading (f/m/x)**: - We are looking for a **Junior Relationship Manager** for our client, a **Bank **specialized in** Trading **based in** Zürich**. For this position, the employee in question will work directly for our client. The support, placement and all of our additional services are free of charge for you as...
-
Relationship Manager
vor 5 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...