Aktuelle Jobs im Zusammenhang mit Client Growth Executive - Zürich, Zürich - Broadgate
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Account Growth Strategist
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Global Client Expansion Executive
Vor 7 Tagen
Zürich, Zürich, Schweiz Ebury VollzeitAbout the OpportunityEbury is a global fintech company offering a range of innovative products and services to businesses. In this role, you will contribute to the growth of Ebury's Institutional client base in Switzerland, leveraging your expertise in business development and relationship-building.Your key objectives will include:Developing and executing a...
Client Growth Executive
vor 1 Woche
Broadgate Search is delighted to collaborate with a Swiss-based external asset manager, offering exclusive career opportunities to talented professionals in the wealth management sector. We are seeking a skilled Relationship Manager to join our team and contribute to delivering exceptional client experiences.
About the OpportunityThis exciting role involves building and managing a portfolio of high net worth clients, developing and implementing customized investment strategies, and providing expert guidance throughout the relationship.
Key Responsibilities:
- Client Relationship Building: Establish strong relationships with clients, understanding their financial objectives and preferences.
- Investment Strategy Development: Create and implement tailored investment strategies, aligning with client goals and risk tolerance.
- Portfolio Monitoring: Continuously monitor client portfolios, adjusting investment strategies as needed to optimize performance.
- Client Communication: Regularly communicate with clients, ensuring their needs are met and expectations exceeded.
Requirements:
- Professional Experience: Minimum 2 years of experience in relationship management within private banking or external asset management.
- Client Network: Established network of high net worth individuals.
- Expertise: In-depth knowledge of investment products, financial markets, and wealth management solutions.
- Language Skills: Fluency in English; additional languages such as German, French, or Italian are desirable.
- Soft Skills: Excellent communication, interpersonal, and problem-solving skills.
- Education: Relevant degree in finance, business, economics, or related field; certifications like CFA or CAIA are advantageous.
