Strategic Portfolio Manager

Vor 4 Tagen

Zug, Zug, Schweiz Mevelin AG Vollzeit
About the Role

We are seeking a highly experienced Strategic Portfolio Manager to join our team at Mevelin AG, an innovative Asset Management Company based in Zug, Switzerland.

The ideal candidate will have a strong background in client relationship management, with a comprehensive understanding of financial products and a proven track record of providing exceptional service to high-net-worth clients.

Key Responsibilities
  • Client Relationship Management: Build and maintain long-term relationships with clients, understanding their financial needs and recommending suitable investment strategies aligned with their goals.
  • Investment Product Expertise: Serve as the primary point of contact for clients, providing guidance on the firm's investment products and services, as well as updates on portfolio performance.
  • Cross-Selling Opportunities: Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM).
  • Portfolio Reviews: Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs.
  • Collaboration: Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with the company's model-based, data-driven approach.
Requirements
  • Experience: Proven experience in client relationship management, ideally within asset management, wealth management, or private banking.
  • Skills: Familiarity with investment principles and financial products, with a strong client-focused mindset.
  • Client Base: An established client base with disclosed AUM is preferred; please include AUM information in your application.
  • Interpersonal Skills: Excellent interpersonal and communication skills, with the ability to effectively manage and expand client relationships.
  • Languages: Fluency in German and English; additional languages are advantageous.
  • Residency: EU/EFTA-passport or a valid work permit (C or B) for Switzerland.
What We Offer

A competitive salary of CHF 80,000 - 120,000 per year, depending on experience, plus benefits and opportunities for professional growth.

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