Asset Raiser, Wealth Channel
vor 1 Woche
Posted by
- Danielle Rapaport- Partner This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets solutions for this channel.
**Responsibilities**:
- Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland
- Strategize and map the investor landscape
- Understand competitor offerings and work towards positioning the products and the firm with these in mind
- Create high-quality, tailored marketing materials and responses to client requests
- Participate in the entire client lifecycle, from client contract negotiations, client onboarding, and relationship management
**Requirements**:
- 5-10 years’ experience working in a third party distribution role at another investment manager, raising assets from the private wealth channel
- In depth understanding of the Swiss private wealth channel and a strong network in this space
- Strong communicator, both written and in-person
- Collaborative worker, able to work with multiple global stakeholders in order to achieve a common goal
- Strong relationship management skills
- Excellent presentation skills
- ABOUT COMPANY
- William Blake Group
- London, United Kingdom
7 Employees HR & Recruitment
William Blake Group is a market-leading Buy-side recruitment consultancy focussing on 3 vertical specialisms across EMEA.
- Asset Management Distribution
- Private Markets
- Buy-side Digital Solutions
Our goal is to be the pre-eminent Recruitment consultancy across the buy-side investment landscape. Not to be the biggest,...
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