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