* Client Relationship Management & Business Development GER / ENG
* Wealth & Asset Manager
About Our Client
Our client is a well-established Wealth & Asset Management company in Geneva / Luxembourg and other international financial places.
Job Description
* Integration in the structure ;
* Client Relationship Management : Maintaining good client relationship with private clients, affluent, HNWI and UHNWI and answering all their requests;
* Business Development: Identifying, targeting, and establishing relationships with potential clients in Germany and Swiss-German part ;
* Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities;
* Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions;
* Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the German market and the Swiss-German market;
* Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners;
* Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction.
* Participation of the day to day in the office.
The Successful Applicant
* Diploma in Finance, Economics or Business;
* Similar and significant first professional experience in client relationship management and / or business development with private clients ;
* Strong interest and knowledge to financial instrument and financial markets;
* Good knowledge of MS Office and banking software;
* German native language;
* English fluent language;
* French as an asset;
* Easy going, willingness to learn, client oriented & sense of detail.
What's on Offer
Our client offers a 100% permanent contract within a growing, dynamic and human-sized environment. Some remote work could be possible sometimes on the job.
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