Relationship Development Specialist
vor 2 Monaten
We are seeking a highly skilled Relationship Manager to join our team at Mevelin AG, an independent Swiss Asset Management Company with a FINMA license in the canton Zug.
Key Responsibilities- Leverage Market Expertise: Utilize extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships.
- Foster Strong Client Relationships: Develop and maintain strong, long-lasting client relationships built on trust, understanding, and exceptional service.
- Deliver Exceptional Support: Provide tailored support services that address client needs, goals, and expectations, ensuring a high level of client satisfaction.
- Compliance and Regulatory Expertise: Uphold high standards of client interaction and ensure compliance with Swiss regulations, maintaining a strong reputation for the company.
- Marketing and Communication: Craft compelling marketing materials, such as customized presentations, tailored to client needs and preferences.
- Project Ownership and Management: Take ownership of various support tasks, projects, reporting activities, and control functions, driving business growth and efficiency.
- Process Improvement: Continuously improve relationship management processes and tools, ensuring best practices and staying ahead of industry trends.
- Education and Experience: University degree in economics, finance, or banking, with prior experience as a Relationship Manager or Investment Advisor in Swiss, European, US, or Latin American banks or external asset management companies.
- Professional Background: Solid professional experience (5+ years) in relationship management with High Net Worth Individuals (HNWIs), with an extensive network of potential HNW/UHNW clients.
- Regulatory Knowledge: Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework.
- Language Skills: Fluency in English and Russian, with any other language being a plus.
- Technical Skills: Strong proficiency in Microsoft Office applications.
- Work Permit: EU/EFTA-passport or a valid work permit (C or B) for Switzerland.
If you are a motivated and experienced professional with a passion for relationship management, we look forward to receiving your application, including your English CV and certificates/diplomas.
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