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Relationship Manager based in Zurich – Zürich | JobRevolt

Über den Job

Monterosa Financial Advisors AG, part of the independent Monterosa Group (founded 1996, USD 10bn serviced assets, 70+ employees), seeks a Relationship Manager based in Zurich to originate and manage investor relationships across key markets, while contributing to investment evaluation and product development with senior management.

Aufgaben

Originating new investor relationships across key markets
Managing and further developing existing investor relationships
Close interaction with intermediaries, requiring high degree of credibility and responsiveness
Evaluation of new investment opportunities
Support of product development
Direct collaboration with senior management

Profil

8–10 years of post-graduate experience in client-facing financial services role (Family Office, Private Banking, Wealth Planning, Investment Banking, Private Equity, or comparable advisory)
Track record of self-generated business development with demonstrated success in converting relationships into mandates or assets under management
(Swiss-)German at native level and fluent professional English, written and spoken
French is an advantage
Master's degree in Business Administration, Finance, Economics, Law or related field (preferred)
Established professional network in Switzerland, including entrepreneurs, family offices, professional intermediaries (lawyers, tax advisors, M&A advisors, trustees)
Excellent communication and presentation skills; personable and credible with entrepreneurs and UHNW clients
Intimate knowledge of financial market products and financial market infrastructure
Willingness and flexibility to travel internationally as required

Rahmenbedingungen

Location: Zurich
Application: Submit full application in English to Ms. Deborah Thoma

Benefits

Senior, entrepreneurial mandate with genuine ownership of client book and direct access to decision-makers
Exposure beyond relationship management - contribution to evaluation of new investment opportunities and product development
Close collaboration with senior management and flat, decision-fast structure
Established global platform with offices across six jurisdictions and established emerging-markets product offering
Diverse team of 70+ professionals representing 17+ nationalities

Relationship Manager based in Zurich

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

Benefits

Skills

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