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Wealth Manager
William Blake GroupZurich, SwitzerlandVor 24 Tagen
Stellenbeschreibung5-10 years’ experience working in a third party distribution role at another investment manager, raising assets from the private wealth channel In depth understanding of the Swiss private wealth channel and a strong network in this space Strong communicator, both written and in-person Collaborative worker, able to work with multiple global stakeholders in order to achieve a common goal Strong relationship management skills Excellent presentation skills
Responsibilities :
- Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland
- Strategize and map the investor landscape
- Understand competitor offerings and work towards positioning the products and the firm with these in mind
- Create high-quality, tailored marketing materials and responses to client requests
- Participate in the entire client lifecycle, from client contract negotiations, client onboarding, and relationship management
Requirements :
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Manager • Zurich, Switzerland