Relationship Manager

Relationship Manager

Experis is the global leader in professional resourcing and project-based workforce solutions.

Overview of the position:
For our client, a large bank in Zurich, we are seeking a dedicated and highly motivated Relationship Manager to join the team at a Swiss independent asset manager based in Zurich. As a Relationship Manager, you will play a crucial role in serving clients and meeting their needs. If you are an excellent communicator with strong interpersonal skills, an entrepreneurial mindset, and a desire to work in a boutique firm characterized by flexibility and professionalism, this position is for you.

Your Profile:

• You take charge of your clients and their needs, demonstrating dedication and motivation.
• You possess excellent communication skills and have strong interpersonal abilities.
• You value confidentiality and expertise as the basis for serving clients effectively.
• You are looking to delegate regulatory administration while continuing to serve your clients.
• You prefer to work with a trusted partner rather than a large asset manager.
• You have a desire to cooperate with a highly skilled and motivated boutique firm.

Your Benefits:

• You will have a trusted partner without any conflict of interest, providing clearly defined cost structures and transparent processes.
• You will collaborate on investment strategy, marketing materials, research, contracts, and cross-border manual, enabling the implementation of your own investment ideas as well as ours.
• You have the option to transfer portfolio management internally, allowing you to focus on customer relations and acquisition.
• You can continue any previous activities that do not require regulatory supervision in your own name outside of our cooperation.

What We Offer:

• Join an innovative, dynamic, and independent wealth manager where you can grow both personally and professionally.
• Work in an asset management firm with a low-risk business model, catering to private and institutional clients with a focus on multi-asset class portfolios.
• Benefit from our client's licensing by FINMA, and the structure that aligns with current laws and challenges in the field of portfolio management.
• Enjoy a transparent compensation model with the flexibility to open new bank relationships if necessary.
• We are open to considering a phased reduction of your activity if desired, and we can plan this phase together.

If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Antonio Lewis on +41 44 229 99 36

If you are interested in other opportunities that Experis are recruiting for, please click on the link https://www.experis.ch/experis-zurich.

Take the next step and send us your CV and contact phone number on which we can reach you during working hours.

Due to Swiss work permit restrictions, we can only consider applications from Swiss nationals, EU citizens as well as current work-permit holders for Switzerland.

Ukrainian refugees are welcome, we will support you all the way.

By applying, you agree to the storage and processing of your data for the application process. We strictly comply with the applicable data protection laws.