Experienced Portfolio Strategist Wanted for Asset Management Company

Vor 4 Tagen

Zug, Zug, Schweiz Mevelin AG Vollzeit

We are seeking an experienced Portfolio Strategist to join our team at Mevelin AG, a leading Asset Management Company based in Zug, Switzerland.

About the Role

As a Client Advisor, you will be responsible for building and maintaining long-term relationships with clients, understanding their financial needs, and recommending tailored investment strategies aligned with their goals.

  • You will serve as the primary point of contact for clients, providing guidance on our firm's investment products and services, as well as updates on portfolio performance.
  • Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM).

Key Responsibilities:

  • Build and maintain strong client relationships, understanding their financial needs and recommending suitable investment strategies.
  • Serve as the primary point of contact for clients, providing guidance on our firm's investment products and services.
  • Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs.
  • Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with our company's model-based, data-driven approach.

Requirements:

  • Proven experience in client relationship management, ideally within asset management, wealth management, or private banking.
  • Familiarity with investment principles and financial products, with a strong client-focused mindset.
  • An established client base with disclosed AUM is preferred; please include AUM information in your application.
  • Excellent interpersonal and communication skills, with the ability to effectively manage and expand client relationships.
  • Fluency in German and English; additional languages are advantageous.
  • EU/EFTA-passport or a valid work permit (C or B) for Switzerland.

Benefits:

  • A competitive salary of approximately CHF 80,000 - CHF 120,000 per year, depending on experience.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.

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