Senior Relationship / Business Development Officer

Principal Functions

Client Support

• Visit all clients regularly
• Communicate with pro-activity and sensitivity to needs
• Nurture and grow an intimate relationship with each client
• Become a trusted advisor and protector of the families
• Develop clients' investment knowledge

Business Development

• Visit key centres monthly to develop relationships
• Pro-actively communicate with key relationships              

Investment - Client Communication

• Design and send client investment proposals
• Present at client meetings and events
• Respond to investment related enquiries
• Produce tailored quarterly reports

Functional Work

• Maintain and enhance CRM Database
• Actively contribute to business planning and direction of the company's strategy

Minimum Requirements

• Mother tongue command of written and spoken English
• Relevant Investment Qualifications
• Minimum seven years business development and relationship manager experience
• Desired background – boutique Private Bank – Asset/Wealth Manager
• Exposure to small team environment

Personal Qualities

• Highly motivated
• Strong values of ethics and integrity
• Self starter
• Attention to detail
• Communication / Articulate
• Service driven attitude
• Team player

Compensation

• Remuneration will comprise of a fixed salary in line with the candidates' experience, an annual bonus, revenue sharing on new business acquisition
• Participation in the companies share scheme

Application Process

 Candidates should provide the following:-

 Copies of all educational and professional qualifications

• References for each position held
• Examples of written materials which display their communication style

   Location Walchestrasse 23, Zurich, 8006