Asset Raiser, Wealth Channel
vor 2 Wochen
Posted by
- Danielle Rapaport- Partner This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets solutions for this channel.
**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
- ABOUT COMPANY
- William Blake Group
- London, United Kingdom
7 Employees HR & Recruitment
William Blake Group is a market-leading Buy-side recruitment consultancy focussing on 3 vertical specialisms across EMEA.
- Asset Management Distribution
- Private Markets
- Buy-side Digital Solutions
Our goal is to be the pre-eminent Recruitment consultancy across the buy-side investment landscape. Not to be the biggest,...
-
Consultant Wealth and Asset Management
vor 18 Stunden
Fribourg, Schweiz CAPCO Vollzeit**ABOUT CAPCO**: Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward. - We...
-
Investment Controller Wealth Management
vor 17 Stunden
Fribourg, Schweiz Vontobel VollzeitYour opportunity Developing of new control mechanisms Expanding management reporting tool Tableau, designing of processes and data analysis Maintenance and development of control - & reporting tools Parameterizing of investment restrictions for periodical control of discretionary mandates Analyzing / Verify control results and release messages for Portfolio...
-
Asset Servicing Head Client Funds Structure
Vor 7 Tagen
Fribourg, Schweiz UBS VollzeitSwitzerland - Zürich Client advisory / Relationship management, Fund Services, Sales Personal & Corporate Banking **Job Reference #** 251954BR **City** Zürich **Job Type** Full Time, Part Time **Your role** Are you passionate about people? Do you know how to care of (institutional) clients enjoy an international, fast-paced environment and...
-
Client Advisor Private Wealth Zürich Bellevue
vor 1 Woche
Fribourg, Schweiz UBS VollzeitSchweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 268556BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Erfüllt es Sie mit Freude und Zufriedenheit, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können? Ist Ihre Anlageberatung...
-
Product Owner “plan My Wealth”
Vor 7 Tagen
Fribourg, Schweiz UBS VollzeitSwitzerland - Zürich - Digital, Product Management and Development - Global Wealth Management **Job Reference #** - 258369BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you have an entrepreneurial mindset and are you eager to understand and fulfill our clients’ needs? Do you want to play a key role in bringing our digital offering...
-
Investment Writer 80%
Vor 3 Tagen
Fribourg, 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. As an Investment Writer at Julius Baer, your primary task is to serve our internal and external clients with easy-to-gauge...
-
Sales Representative
Vor 6 Tagen
Fribourg, Schweiz Omega Ltd. Vollzeit**Description du poste**: - Dedicated to welcome our esteemed customers warmly and offer them an exclusive experience in a unique environment - Driving sales profit by creating and maintaining a solid relationships with our customers - Develop an excellent understanding of the brand’s values and history and the technological aspects of our watches - To...
-
Uhnw Client Portfolio Manager
Vor 2 Tagen
Fribourg, Schweiz UBS VollzeitSwitzerland - Zürich- Portfolio and fund management, Sales- Global Wealth Management**Job Reference #** - 251242BR**City** - Zürich**Job Type** - Full Time**Your role** - Do you have a passion for financial markets? Would you be interested in working with demanding ultra high net worth and family office relationships on the construction and management of...
-
Student Job in Digital Marketing for An
vor 17 Stunden
Fribourg, Schweiz Academic Work VollzeitAre you fluent in English? Do you want to work in an international environment ? This position is for you ! **À propos du rôle**: For our client, an international company active in the medical devices field, we are looking for a Digital Marketing Assistant to support their European Molecular Marketing Team in the implementation of the omnichannel...
-
Assistant Private Banking Market Israel, Zurich
Vor 2 Tagen
Fribourg, 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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Client Advisor
vor 1 Woche
Fribourg, Schweiz UBS VollzeitSchweiz - Zürich - Kundenberatung / Relationship Management - Personal & Corporate Banking **Automatischer Stellencode** - 268727BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind die Kundenberatung und die Neukundengewinnung Ihre Leidenschaft? Sind Sie abschlussstark, schätzen den täglichen Kundenkontakt und eine...
-
Head of Equities
vor 17 Stunden
Fribourg, Schweiz Albedis Vollzeit**INTRODUCTION**:Are you ready for a new challenge with our client, active in consulting and investment aimed at private and institutional clients ? As a **Head of Equities**, you will join the Asset Management team, which is composed of twenty investment professionals focused on investment strategy, research, portfolio management and advisory, as the...
-
Global Campus Marketing Team Lead
vor 1 Woche
Fribourg, Schweiz Spot On Sp. z o.o VollzeitAre you passionate about campus marketing and employer branding? Do you know what it takes to attract and retain the best students? Are you a driver of change, a confident decision maker and a problem solver? We’re looking for a Global Campus Marketing Team Lead to help promote UBS as an employer of choice to students and graduates in Switzerland and to...
-
Fixed Income Portfolio Manager
vor 17 Stunden
Fribourg, 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. We are looking for an experienced and accomplished fixed income portfolio manager with a track record in managing...
-
Retail Consultant
vor 1 Woche
Fribourg, Schweiz AESOP Corporate VollzeitAesop has carefully cultivated a work environment in which our employees are constantly challenged to do their best. Our company is determinedly creative, intelligent and progressive, and nurtures these qualities by employing people who share our passionate interest in design, innovation, and incisive enquiry across all fields. Our organisational culture is...
-
Online Content Manager W/m
vor 1 Woche
Fribourg, Schweiz Helsana Vollzeit**Dübendorf-Stettbach**: - Du blühst auf beim Erstellen von Online-Inhalten und möchtest Mitverantwortung für die Zielerreichung von Helsana übernehmen? - Das Team Digital Interaction & Channels im Bereich Kunde & Markt freut sich auf deine Verstärkung. Was dich erwartet - Inhaltliches und konzeptionelles Erarbeiten, Erstellen und Publizieren von...
-
Business Compliance Manager
Vor 3 Tagen
Fribourg, Schweiz PICTET Vollzeit**Your team**: - The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 5,000 people.- Pictet Wealth Management combines more than 200 years of Swiss banking heritage with...
-
Wm Client Account Manager, Global Fim
Vor 6 Tagen
Fribourg, Schweiz UBS VollzeitSchweiz - Zürich - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 269985BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind sie bereit in einem anspruchsvollen Umfeld zu arbeiten? Behalten Sie auch in turbulenten Zeiten stets einen kühlen Kopf? Wir suchen eine neue...
-
Internal Brand Graphic Designer
Vor 6 Tagen
Fribourg, Schweiz On AG VollzeitAt a Glance: On is looking for a talented graphic designer to join its emerging team and to help craft On’s internal visual appearance across multiple channels and a wide range of projects - driven by exceptional design. This is a great opportunity to help shape branding executions for a growing sports brand. Your Team: The Brand Design Team is On’s...
-
Head Group External Communications
Vor 6 Tagen
Fribourg, Schweiz UBS VollzeitSwitzerland - Zürich - Marketing and Communications - Group Functions **Job Reference #** - 255722BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to drive the positioning of UBS as the leading financial services firm to our external stakeholders? - Are you passionate about driving external communications in a truly global,...