Senior Relationship

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Job Description - Senior Relationship

Client Support

  • Visit all clients regularly
  • Communicate with pro-activity and sensitivity to needs
  • Nurture and grow an intimate relationship with each client
  • Become a trusted advisor and protector of the families
  • Develop clients’ investment knowledge

Business Development

  • Visit key centres monthly to develop relationships
  • Pro-actively communicate with key relationships
  • Develop key markets

Investment - Client Communication

  • Design and send client investment proposals
  • Present at client meetings and events
  • Respond to investment related enquiries
  • Produce tailored quarterly reports

Functional Work

  • Maintain and enhance CRM Database
  • Actively contribute to business planning and company strategy

Minimum Requirements

  • Mother tongue command of written and spoken English
  • Relevant Investment Qualifications
  • Minimum five years business development and relationship manager experience

Personal Qualities

  • Highly motivated
  • Strong values of ethics and integrity
  • Self starter
  • Attention to detail
  • Communication / Articulate
  • Service driven attitude
  • Team player

Compensation

  • Remuneration will comprise of a fixed salary in line with the candidates’ experience
  • Generous revenue sharing on new business acquisition and retained clients
  • Participation in the companies share scheme

Application Process

Candidates should provide the following:-

  • Copies of all educational and professional qualifications
  • References for each position held
  • Examples of communication materials

Location Zurich, 8006, Switzerland

Please send your application to James Day,

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