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Client Portfolio Manager

vor 1 Woche

Zürich, Zürich, Schweiz ACT Asset Management AG Vollzeit
Job Overview

The ACT Asset Management AG is a leading international private banking institution emphasizing personalized and high-quality financial services tailored to the unique needs of each client.

Key Responsibilities:
  • Building Long-Term Relationships: Manage and expand long-term client relationships in the high-end private banking segment, focusing on the Swiss market.
  • Client-Centered Advice: Provide holistic advice and support tailored to the individual needs of HNWI/UHNWI clients.
  • Clients Acquisition and Development: Build and manage a personal client portfolio, actively acquiring new clients and developing existing ones.
  • Collaboration and Teamwork: Collaborate with an experienced team to deliver comprehensive wealth management solutions.
Requirements and Qualifications:
  • Experience and Track Record: Several years of experience in high-end private banking or wealth management, with a proven track record in building and managing a client portfolio.
  • Networking and Skills: Strong networking skills in the target market, along with strong investment and banking knowledge, particularly in securities and investment advice.
  • Communication and Discretion: Professional demeanor with excellent communication skills and discretion.
  • Solution-Oriented and Fluent Language: Solution-oriented with the ability to recognize and address client needs, and fluent in German and English.
Benefits and Opportunities:
  • Professional Growth and Business Ownership: Opportunity for professional growth and business ownership in a dynamic market.
  • Modern Office and Flexible Work Schedule: A modern office in a central location with a flexible work schedule.
  • Comprehensive Benefits Package: Comprehensive benefits package, including meal vouchers, job tickets, and company bicycles.
  • Supportive Work Environment: A supportive work environment with access to experienced experts.
  • Attractive Salary and Bonuses: Attractive salary with potential for overpayment and performance-based bonuses.
  • Recognition as Top-Rated Employer: Recognition as part of a top-rated employer with a strong company culture.