Senior Relationship Manager Switzerland

Vor 6 Tagen

Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit
Job Overview

We are seeking a Senior Client Relationship Manager to join our team in Switzerland. This is a fantastic opportunity to foster strong client relationships while expanding your product expertise.

In this role, you will be responsible for business development within the wealth management segment, targeting private banks, multi-family offices, and independent wealth advisors. You will also be involved in offering a broad range of products, from daily liquidity UCITS funds to closed-end vehicles.

Your success in this role will depend on your ability to develop existing client relationships and initiate new ones. Additionally, you will contribute to the broader growth and development of Brookfield Oaktree Wealth Solutions.

This position reports directly to the Country Head.

Key Responsibilities

* Drive and support sales efforts aligned with BOWS' goals in Switzerland and internationally.
* Coordinate campaigns for existing product offerings.
* Onboard new products onto distributor platforms.
* Cross-sell strategically to public market stakeholders.
* Contribute to the marketing strategy and brand-building initiatives of the firm.
* Assist in organizing events and other promotional activities.
* Manage investor relationships by providing exceptional client service.
* Maintain close contact with key decision-makers in the home office.
* Respond to investor needs and proactively provide market insights.
* Collaborate with internal divisions (Product, Legal, Operations, etc.) to address client inquiries.
* Establish credibility as a specialist and relationship manager for the firm's investment opportunities.

Requirements

* A minimum of 15 years of experience in distribution, with a proven track record of building significant relationships across the wealth management sector in Switzerland. Knowledge of adjacent European markets is an advantage, though not required.
* A self-starter with the ability to work independently to achieve business growth objectives.
* A high-energy individual with the capacity to integrate into a performance-driven, lean team.
* A Bachelor's degree (or equivalent) in Economics, Finance, or a related field.
* Fluency in Swiss German, French, and Italian is an advantage but not required.
* Additional professional credentials (e.g., CIMA, CAIA, CFA, MBA) are preferred but not mandatory.

About Us

Brookfield Asset Management has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

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