Senior Relationship Manager Senior Relationship Manager …

Peritus Investment Consultancy AG
in Zurich, Zurich, Switzerland
Permanent, Full time
Last application, 19 Feb 20
150,000 + Bonus + New Business Revenue share
Peritus Investment Consultancy AG
in Zurich, Zurich, Switzerland
Permanent, Full time
Last application, 19 Feb 20
150,000 + Bonus + New Business Revenue share
To build and maintain your own client base and support the client base of the Managing Director

Principal Functions

 Client Support

  •  Visit all Clients at least quarterly
  • Communicate with pro-activity and sensitivity to needs
  • Nurture and grow an intimate relationship with each account
  • Develop and understand all aspects of client life
  • Become Trusted Advisor and protector of the family
  • Educate and develop clients’ investment knowledge

Business Development

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

 Client Reporting

  • Produce tailored quarterly reports

Functional Work

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

Minimum Requirements

  • Mother tongue command of written and spoken English
  • Relevant Financial Qualifications
  • 7 – 10 years relationship manager experience in the Financial Services Industry
  • Desired background – Private Bank – Asset Manager
  • Client Relationship Experience
  • 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 and revenue sharing on new business acquisition

Application Process

 Candidates should provide the following:-

 ·   Copies of all Educational and Professional Qualifications

·   References for each position held

·   Examples of written letter, communication style

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