Client Relationship Manager
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Job Location:
Zürich - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Titans Consulting is an independent wealth manager based in Zurich. We focus on providing bespoke asset management and family office services to a high-net-worth clientele. To further grow our business we are strengthening our Business Development team.
Tasks
Your role Business Development & HNWI acquisition
In this role you are responsible for acquiring and developing HNWI client relationships and growing our assets under particular you will:
- identify and approach potential HNWI/UHNWI clients through your professional network and targeted business development activities
- acquire new clients and build a client book of at least USD 20 million within your first year in the role
- manage clients in close cooperation with our investment and operations teams
- ensure full compliance with regulatory requirements (KYC/AML documentation suitability/appropriateness)
- actively contribute to the further development of our business development strategy and market activities
Requirements
Your profile
- a relevant active network of potential HNWI clients and/or key intermediaries and the ability to leverage and continuously expand this network
- excellent interpersonal and communication skills high integrity and an entrepreneurial results-oriented mindset are a must
- understanding of investment products portfolio management and the regulatory environment or the willingness to quickly deepen this knowledge
- university degree in economics finance technology business administration law or a comparable higher education
- knowledge of Russian is a strong advantage
- good command of English or German as an additional working language
- experience in Wealth Management / Private Banking / Investment Advisory or another client-facing role with HNWI is a plus
Benefits
What we offer
- the opportunity to build and grow your own HNWI client book within an agile owner-managed wealth manager
- short decision-making paths and close collaboration with partners and investment specialists
- an attractive compensation model with a solid fixed salary and performance-related components
- modern office in central Zurich and a professional international working environment
If you are a client-focused professional with a strong network and a passion for business development we look forward to receiving your application.
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
