We are looking for a dynamic and client-focused Relationship Manager & Deputy Portfolio Manager.
ISP is a privately-owned group, established in 1993, FINMA regulated, and specialized in Fixed Income and Structured Products, as well as AMCs. We offer tailor‑made Paying Agent, Placement Agent, Digital Assets and Wealth & Asset Management services to our international clients. Our people and their combined skills, characters, and experiences represent our greatest assets. ISP Group is home to a team of over 100 highly qualified and motivated experts, split over 6 locations in 4 countries, focused and dedicated to helping our clients reach their individual financial goals.
You will be joining our highly motivated Wealth Management Team in Zurich in a dual role combining client relationship management and portfolio management responsibilities. The position offers the opportunity to actively contribute to the growth of our Custody and Wealth Management business while supporting portfolio management activities and strategic initiatives within the firm.
Relationship Management
Manage and develop a portfolio of custody clients, ensuring excellent service and long‑term client satisfaction
Drive revenue growth through cross‑selling of ISP products and services
Acquire new clients with a focus on Custody and Wealth Management
Establish and maintain strong, long‑term client relationships
Ensure full compliance with regulatory requirements, including KYC, AML, and client documentation
Oversee smooth and efficient onboarding processes for new clients
Monitor and ensure the correct collection of fees and charges
Work closely with internal stakeholders to ensure a high level of client service
Act as Deputy Portfolio Manager within the Wealth Management team
Support Account Management during periods of high workload or team absences
Assist in portfolio management‑related activities and client servicing
Contribute to the onboarding and training of new colleagues
Participate in internal development projects and process improvement initiatives
Collaborate with colleagues across departments to enhance operational efficiency and client outcomes
Candidate Requirements
Proven experience in relationship management within the financial services industry
Strong understanding of custody services and wealth management products
Solid knowledge of regulatory frameworks and compliance requirements, including KYC and AML
Strong client focus with excellent communication and relationship‑building skills
Ability to work independently while maintaining a collaborative team‑oriented approach
Strong organizational skills and attention to detail
Proactive and solution‑oriented mindset
Fluency in English and German is required
Preferred Certifications
Hebrew and Russian are considered strong advantages
Affinity for digital assets and emerging investment themes is considered a plus
To be successful in this position requires a highly motivated and client‑oriented professional who is comfortable combining relationship management with portfolio management responsibilities. The role demands strong commercial awareness, excellent communication skills, sound regulatory knowledge, and the ability to build trusted relationships with clients. The ideal candidate is proactive, entrepreneurial, and capable of identifying growth opportunities while maintaining the highest standards of professionalism and compliance.
At ISP, you will work alongside motivated colleagues engaging in constructive teamwork. You will benefit from an entrepreneurial and challenging environment with a focus on innovation and a high‑performance culture. You will have the opportunity to take ownership, contribute to strategic initiatives, and actively support the continued growth of our Wealth Management business. You will collaborate closely with experienced professionals across the organization in an environment that promotes knowledge sharing, professional development, and continuous improvement.
We offer an attractive remuneration scheme with high flexibility and independence. Our offices in Zurich are in walking distance of the lake in the vibrant Seefeld area, but we also offer the possibility of remote working.
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ISP is a privately-owned group, established in 1993, FINMA regulated, and specialized in Fixed Income and Structured Products, as well as AMCs. We offer tailor‑made Paying Agent, Placement Agent, Digital Assets and Wealth & Asset Management services to our international clients. Our people and their combined skills, characters, and experiences represent our greatest assets. ISP Group is home to a team of over 100 highly qualified and motivated experts, split over 6 locations in 4 countries, focused and dedicated to helping our clients reach their individual financial goals.
You will be joining our highly motivated Wealth Management Team in Zurich in a dual role combining client relationship management and portfolio management responsibilities. The position offers the opportunity to actively contribute to the growth of our Custody and Wealth Management business while supporting portfolio management activities and strategic initiatives within the firm.
Relationship Management
Manage and develop a portfolio of custody clients, ensuring excellent service and long‑term client satisfaction
Drive revenue growth through cross‑selling of ISP products and services
Acquire new clients with a focus on Custody and Wealth Management
Establish and maintain strong, long‑term client relationships
Ensure full compliance with regulatory requirements, including KYC, AML, and client documentation
Oversee smooth and efficient onboarding processes for new clients
Monitor and ensure the correct collection of fees and charges
Work closely with internal stakeholders to ensure a high level of client service
Act as Deputy Portfolio Manager within the Wealth Management team
Support Account Management during periods of high workload or team absences
Assist in portfolio management‑related activities and client servicing
Contribute to the onboarding and training of new colleagues
Participate in internal development projects and process improvement initiatives
Collaborate with colleagues across departments to enhance operational efficiency and client outcomes
Candidate Requirements
Proven experience in relationship management within the financial services industry
Strong understanding of custody services and wealth management products
Solid knowledge of regulatory frameworks and compliance requirements, including KYC and AML
Strong client focus with excellent communication and relationship‑building skills
Ability to work independently while maintaining a collaborative team‑oriented approach
Strong organizational skills and attention to detail
Proactive and solution‑oriented mindset
Fluency in English and German is required
Preferred Certifications
Hebrew and Russian are considered strong advantages
Affinity for digital assets and emerging investment themes is considered a plus
To be successful in this position requires a highly motivated and client‑oriented professional who is comfortable combining relationship management with portfolio management responsibilities. The role demands strong commercial awareness, excellent communication skills, sound regulatory knowledge, and the ability to build trusted relationships with clients. The ideal candidate is proactive, entrepreneurial, and capable of identifying growth opportunities while maintaining the highest standards of professionalism and compliance.
At ISP, you will work alongside motivated colleagues engaging in constructive teamwork. You will benefit from an entrepreneurial and challenging environment with a focus on innovation and a high‑performance culture. You will have the opportunity to take ownership, contribute to strategic initiatives, and actively support the continued growth of our Wealth Management business. You will collaborate closely with experienced professionals across the organization in an environment that promotes knowledge sharing, professional development, and continuous improvement.
We offer an attractive remuneration scheme with high flexibility and independence. Our offices in Zurich are in walking distance of the lake in the vibrant Seefeld area, but we also offer the possibility of remote working.
#J-18808-Ljbffr
