Job Description
Our client is a well-established Wealth & Asset Management company in Geneva / Luxembourg and other international financial places.
Integration in the structure ;
Client Relationship Management : Maintaining good client relationship with private clients, affluent, HNWI and UHNWI and answering all their requests;
Business Development: Identifying, targeting, and establishing relationships with potential clients in Germany and Swiss-German part ;
Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities;
Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions;
Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the German market and the Swiss-German market;
Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners...
Integration in the structure ;
Client Relationship Management : Maintaining good client relationship with private clients, affluent, HNWI and UHNWI and answering all their requests;
Business Development: Identifying, targeting, and establishing relationships with potential clients in Germany and Swiss-German part ;
Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities;
Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions;
Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the German market and the Swiss-German market;
Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners...
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