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 contr...