Raising Assets for Swiss Wealth Managers

vor 1 Monat


Zürich, Zürich, Schweiz William Blake Group Vollzeit
Job Description

We are seeking a highly experienced Asset Raiser to join our team at the William Blake Group. This role will focus on developing relationships with existing and new clients in the private wealth channel, including Wealth Managers, Asset Managers, Multi-Family Offices, and Banks, with a strong emphasis on Switzerland.

The successful candidate will have 5-10 years of experience working in a third-party distribution role at another investment manager, raising assets from the private wealth channel. They will possess an in-depth understanding of the Swiss private wealth channel and a strong network in this space.

The Asset Raiser will be responsible for strategizing and mapping the investor landscape, understanding competitor offerings, and positioning products and the firm accordingly. They will create high-quality, tailored marketing materials and respond to client requests.

In addition to these duties, the Asset Raiser will participate in the entire client lifecycle, from client contract negotiations to client onboarding and relationship management.

The ideal candidate will be a strong communicator, both written and in-person, with excellent presentation skills. They will also be a collaborative worker, able to work with multiple global stakeholders to achieve a common goal.

Requirements
  • 5-10 years' experience 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 communication and presentation skills
  • Collaborative worker with ability to work with multiple global stakeholders
Salary Range

We offer a competitive salary range of $120,000 - $180,000 per year, commensurate with experience.

About Us

The William Blake Group is a leading financial services company dedicated to providing innovative solutions to its clients. We are committed to excellence and professionalism in all aspects of our business.



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