Client Relationship Manager - Farmer 100% (m/f)

Michael Page Switzerland

Zurich
Postuler
  • Date de publication:

    09 août 2022
  • Taux d'activité:

    100%
  • Type de contrat:

    Durée indéterminée

Our client. is a Multi Family office on an international scale. It has extended its services providing wealth planning, trust management and sophisticated investment solutions to a select number of qualified families, individual entrepreneurs and selected private institutions.

Client Relationship Manager - Farmer 100% (m/f)

Our client. is a Multi Family office on an international scale. It has extended its services providing wealth planning, trust management and sophisticated investment solutions to a select number of qualified families, individual entrepreneurs and selected private institutions.

Description

  • Responsible of managing an existing portfolio of HNW/UHNW clients
  • Advising clients on portfolio management, asset allocation, wealth structuring and other investments
  • Developing the portfolio and prospecting new clients in this region
  • Assess clients' needs and their potential based on the risk profile and aligning financial advice with
    the corresponding investment strategy
  • Execute and supervise clients' transaction requests, thereby ensuring that the portfolio allocation
    aligns with the clients' risk profile
  • Tailored solutions and services supported by a holistic advisory approach for our sophisticated
    HNWI/UHNWI clients
  • Able to support families in managing complex holding structures and put in appropriate family
    governance

Profile

  • Strong understanding of the investment offering and providing relevant advice.
  • Proven track record of minimum 5 years of relevant experience
  • Excellent knowledge of investment solutions across all asset classes (fixed income, equities, bonds, private equities)
  • Ability to identify clients' investment needs and to provide quality advice, updates on financial
    markets developments and on clients' portfolios
  • Ability to build business relationships with clients
  • Excellent presentation and interpersonal skills
  • Drive and motivation to work in a target oriented and high performance culture
  • Existing knowledge and experience in various markets
  • Positive attitude and strong work ethic
  • Strong entrepreneurial mind-set, self-motivated and reliable
  • Fluent in English and Spanish; German and French is a plus

Job Offer

  • Modern workplace located in the city center of Zurich
  • Exciting and entrepreneurial working environment

Contact

  • Michael Page Switzerland

Postuler