Wealth Channel Development Specialist
vor 1 Monat
As a Wealth Channel Development Specialist at the William Blake Group, you will be responsible for developing relationships with existing and new clients in the private wealth channel, focusing on Switzerland. Your goal will be to strategize and map the investor landscape, understand competitor offerings, and position our products and firm accordingly.
Key responsibilities include creating high-quality, tailored marketing materials and responses to client requests, participating in client contract negotiations, onboarding, and relationship management. You will work closely with global stakeholders to achieve a common goal.
Requirements for this role include 5-10 years' experience in a third-party distribution role at another investment manager, raising assets from the private wealth channel. You should have an in-depth understanding of the Swiss private wealth channel and a strong network in this space. Strong communication, collaboration, and relationship management skills are essential.
We are looking for a skilled professional who can effectively communicate with clients, understand their needs, and provide tailored solutions. If you have a strong background in private wealth management and a passion for building relationships, we encourage you to apply.
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