Client Relationship Manager for Eastern Europe/Latin America/Middle East. Switzerland, Zug

Our client, an independent Swiss Asset Management Company with FINMA license based in the canton Zug, is looking to onboard a few CRMs to cover various regions: Eastern Europe, Latin America, and the Middle East. We are looking for candidates with developed books of potential HNW clients totalling 30mln and up.

Responsibilities:

• Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships
• Foster strong, long-lasting client relationships built on trust
• Deliver exceptional support services that address client needs, goals, and expectations
• Uphold high standards of client interaction and ensure compliance with Swiss regulations
• Craft compelling marketing materials (e.g., customized presentations) tailored to client needs
• Take ownership of various support tasks, projects, reporting activities, and control functions
• Continuously improve relationship management processes and tools

Key Skills:

• University degree in economics, finance, or banking
• Prior experience as a Relationship Manager or Investment Advisor in the relevant regions within banks or external asset management companies
• Solid professional experience (5+ years) in relationship management with HNWIs
• Extensive network of potential HNW/UHNW clients
• Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework
• Independent and proactive work style with a willingness to travel frequently and work with a flexible schedule
• Fluency in English, any other language is a plus
• Strong proficiency in Microsoft Office applications
• EU/EFTA-passport or a valid work permit (C or B) for Switzerland
• If the candidate is based abroad, must be willing to relocate to Switzerland
• Consultancy/Remote options may be considered for the right candidate (performance-based)

Job Advantages:

• Great, inspiring management, fully licensed and professional asset management firm based in Zug, growing team
• Base salary, bonus and other negotiable reward options
• Freedom to make the role your own