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Client:
RSI London Group
Location:
Job Category:
Customer Service
Job Reference:
8d748dd7619e
Job Views:
4
Posted:
25.04.2025
Expiry Date:
09.06.2025
Job Description:
Our client, an independent Swiss Asset Management Company with FINMA license based in the canton Zug, is looking to onboard a few CRMs to cover various regions: Eastern Europe, Latin America, and the Middle East. We are looking for candidates with developed books of potential HNW clients totalling 30mln and up.
Responsibilities:
* Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships
* Foster strong, long-lasting client relationships built on trust
* Deliver exceptional support services that address client needs, goals, and expectations
* Uphold high standards of client interaction and ensure compliance with Swiss regulations
* Craft compelling marketing materials (e.g., customized presentations) tailored to client needs
* Take ownership of various support tasks, projects, reporting activities, and control functions
* Continuously improve relationship management processes and tools
Key Skills:
* University degree in economics, finance, or banking
* Prior experience as a Relationship Manager or Investment Advisor in the relevant regions within banks or external asset management companies
* Solid professional experience (5+ years) in relationship management with HNWIs
* Extensive network of potential HNW/UHNW clients
* Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework
* Independent and proactive work style with a willingness to travel frequently and work with a flexible schedule
* Fluency in English, any other language is a plus
* Strong proficiency in Microsoft Office applications
* EU/EFTA-passport or a valid work permit (C or B) for Switzerland
* If the candidate is based abroad, must be willing to relocate to Switzerland
* Consultancy/Remote options may be considered for the right candidate (performance-based)
Job Advantages:
* Great, inspiring management, fully licensed and professional asset management firm based in Zug, growing team
* Base salary, bonus and other negotiable reward options
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