von: Michael Page Suisse
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;
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;
Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction.
Client Relationship Management & Business Development GER / ENG
Diploma in Finance, Economics or Business;
Similar and significant first professional experience in client relationship management and / or business development with private clients ;
Good knowledge of MS Office and banking software;
German native language;
English fluent language;
French as an asset;
Some remote work could be possible sometimes on the job..
