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- Aufgaben: Manage and grow a portfolio of high-net-worth clients with custom wealth strategies.
- Arbeitgeber: Join a young, dynamic Independent Asset Management Firm focused on luxury-driven services.
- Mitarbeitervorteile: Enjoy flexibility, autonomy, and a strong support structure for personalized client solutions.
- Warum dieser Job: Transition to an independent firm for unparalleled freedom and the chance to elevate client experiences.
- Gewünschte Qualifikationen: Experienced wealth managers with a strong network and entrepreneurial mindset are encouraged to apply.
- Andere Informationen: Be part of a team that values your expertise and supports your growth.
Das voraussichtliche Gehalt liegt zwischen 36000 - 60000 € pro Jahr.
About Our Client A young and dynamic Independent Asset Management Firm. Job Description Manage and grow a portfolio of high-net-worth individuals (HNWI) and family offices. Design and implement custom wealth management strategies that reflect each client’s unique financial goals. Leverage the firm’s platform and resources to deliver top-tier, personalized financial solutions. Build long-term, trusted relationships with clients, ensuring their satisfaction and retention. Navigate complex financial markets, providing clients with timely and informed advice. The Successful Applicant Experienced wealth managers with a proven track record of success. An entrepreneurial mindset, with the drive to succeed in an independent, flexible environment. Strong network of HNWIs and the ability to cultivate long-lasting client relationships. Deep understanding of wealth management and a passion for delivering bespoke financial solutions. Motivation to provide exceptional, luxury-driven service to clients seeking tailored experiences. What’s on Offer Transitioning from a traditional banking role to an independent wealth management firm offers unparalleled freedom and flexibility. At this firm, you’ll have the autonomy to manage your clients as you see fit, supported by a robust infrastructure that allows you to deliver personalized, high-end solutions. Their bespoke, luxury approach ensures that your clients receive services that go beyond the ordinary, elevating their financial journey with a truly exclusive experience. We offer: Tailor-Made Client Solutions : Provide flexible, bespoke wealth management strategies that are perfectly aligned with your clients‘ goals. Concierge-Level Service : Cater to a select clientele with white-glove service, ensuring their financial and lifestyle needs are met with precision. Solid Support Structure : Benefit from a strong platform, with expert teams in investment, compliance, and client support at your disposal. Flexibility & Autonomy : Enjoy the freedom to make decisions that align with your clients‘ best interests, free from rigid banking constraints. Luxury & Exclusivity : Offer high-net-worth individuals the exclusive, luxury-driven services they expect from a premier asset management firm. If you’re looking for a new challenge and are ready to move from the traditional banking world to a flexible, independent wealth management firm, we’d love to hear from you. Be part of a company where your expertise is valued, supported by a strong platform and a team that allows you the freedom to grow your business.
Relationship Manager - Banks / External Asset Manager Arbeitgeber: Michael Page - Switzerland
Kontaktperson:
Michael Page - Switzerland HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Relationship Manager - Banks / External Asset Manager
✨Tip Number 1
Build and leverage your existing network of high-net-worth individuals (HNWIs). Attend industry events, seminars, and networking functions where you can connect with potential clients and showcase your expertise in wealth management.
✨Tip Number 2
Stay updated on the latest trends and developments in wealth management. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, which is crucial for building long-term relationships.
✨Tip Number 3
Demonstrate your entrepreneurial mindset by showcasing your ability to think creatively about client solutions. Prepare examples of how you've successfully tailored strategies to meet unique financial goals in the past.
✨Tip Number 4
Emphasize your commitment to providing exceptional, luxury-driven service. Share specific instances where you've gone above and beyond for clients, as this aligns perfectly with the firm's focus on bespoke, high-end solutions.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Relationship Manager - Banks / External Asset Manager
Tipps für deine Bewerbung 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Relationship Manager in wealth management. Tailor your application to highlight your experience with high-net-worth individuals and your ability to design bespoke financial solutions.
Highlight Relevant Experience: In your CV and cover letter, emphasize your proven track record in wealth management. Include specific examples of how you've successfully managed client portfolios and built long-term relationships with HNWIs.
Showcase Your Entrepreneurial Mindset: Demonstrate your entrepreneurial spirit in your application. Discuss instances where you've taken initiative or made independent decisions that benefited your clients, showcasing your ability to thrive in a flexible environment.
Personalize Your Application: Make your application stand out by personalizing it. Address the unique aspects of the firm and how your values align with their luxury-driven service approach. Show that you are not just looking for any job, but specifically want to contribute to their mission.
Wie du dich auf ein Vorstellungsgespräch bei Michael Page - Switzerland vorbereitest
✨Showcase Your Wealth Management Expertise
Be prepared to discuss your previous experience in wealth management, particularly with high-net-worth individuals. Highlight specific strategies you've implemented and the results achieved, as this will demonstrate your capability to manage and grow a portfolio effectively.
✨Demonstrate Your Entrepreneurial Mindset
Since the role requires an entrepreneurial approach, share examples of how you've taken initiative in past roles. Discuss any innovative solutions you've developed for clients or how you've navigated challenges independently.
✨Emphasize Relationship Building Skills
Building long-term relationships is key in this role. Prepare to talk about how you've successfully cultivated client relationships in the past, including any techniques you use to maintain trust and satisfaction over time.
✨Understand the Firm's Unique Value Proposition
Research the firm thoroughly and be ready to articulate how their bespoke, luxury-driven services align with your own values and approach to wealth management. This shows that you're not only interested in the position but also in contributing to their unique service model.
