Job speichern Zurück zu Suche Stellenbeschreibung Übersicht Ähnliche Jobs Aktualisiert am 18/06/2025Client Relationship Management & Business Development ITA / ENGIndependent Wealth Management CompanyFirmenprofilOur client is a well-established Wealth & Asset Management company in Switzerland and other international finacial places.StellenbeschreibungIntegration in the structure ;Client Relationship Management : Maintaining good client relationship with private clients, affluent and HNWI and answering all their requests;Business Development: Identifying, targeting, and establishing relationships with potential clients in Italy and Ticino ;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 Italian and Ticino markets ;Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners;Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction.Participation of the day to day in the office.AnforderungsprofilDiploma in Finance, Economics or Business;Similar and significant first professional experience in client relationship management and / or business development with private clients ;Capacity to build his own client portfolio and relationships with private clients, affluent clients and HNWI clients ;Strong interest and knowledge to financial instrument and financial markets;Good knowledge of MS Office and banking software;Italian native language;English fluent language;French as an asset;Easy going, willingness to learn, client oriented & sense of detail.Sonstige InformationenOur client offers a 100% permanent contract within a growing, dynamic and human-sized environment based in Geneva. Some remote work could be possible sometimes on the job.Referenznummer angebenJN-052025-6731885ZusammenfassungBerufsfeldBank- & FinanzwesenNäheres BerufsfeldPrivate Banker / RM / VermögensverwalterBrancheFinancial ServicesOrtGenfVertragsartPermanentReferenznummerJN-052025-6731885Art des JobsHome Office