For our client, an independent Swiss Asset Management Company with FINMA license in the canton Zug, we are looking for:
Relationship Manager East Europe/Latin America (m/f/d) 100%
Relationship Manager East Europe/Latin America (m/f/d) 100% (Canton Zug)
Mevelin AG
Vor OrtAktiv auf Suche
Einleitung
Aufgaben
- 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.
Qualifikation
- University degree in economics, finance, or banking.
- Prior experience as a Relationship Manager or Investment Advisor in Swiss,
European, US or Latin American banks or external asset management companies is
preferred. - Solid professional experience (5+ years) in relationship management with HNWIs.
- Extensive network of potential HNW/UHNW clients in Eastern European or Latin American countries.
- 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.
Noch ein paar Worte zum Schluss
Wenn Sie sich mit den Anforderungen dieser Vakanz identifizieren können, freuen wir uns auf Ihre Bewerbungsunterlagen.
