Client Relationship Manager - Farmer 100% (m/f)
Michael Page Switzerland
ZurichDate de publication:
09 août 2022Taux 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