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Client Relationship Manager for Eastern Europe / Latin America / Middle East. Switzerland, Zug
RSI London GroupSwitzerland30+ days ago
Job type
- Permanent
Job descriptionUniversity 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) Great, inspiring management, fully licensed and professional asset management firm based in Zug, growing team Base salary, bonus and other negotiable reward options Freedom to make the role your own
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
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