Relationship Manager based in Zurich
Relationship Manager based in Zurich
Monterosa Financial Advisors AG is part of the Monterosa Group, an independent financial services group with a global footprint, servicing assets of approximately USD 10bn. The Group was founded in 1996, is privately owned and provides investment solutions for emerging and developed markets with 70+ employees in offices in Balzers (Liechtenstein), Dubai, Hong Kong, Port (Mauritius), Singapore and Zurich.
Are you passionate about emerging Markets and interested in developing relationships in the Swiss financial market? Are you able to handle complexity and to present simple solutions? To further complete our global Business Development team, we are seeking an entrepreneurial and ambitious professional with an established network in Switzerland to contribute to our success.
Relationship Manager Based In Zurich
You bring at least eight to ten years of professional experience after graduation. As part of the Business Development you will be responsible for originating new investor relationships across key markets, as well as managing and further developing existing investor relationships. The role involves close interaction with intermediaries, requiring a high degree of credibility, responsiveness, and commercial judgment. In parallel, you will contribute to the evaluation of new investment opportunities and support of product development. The position offers exposure across the full investment lifecycle, as well as direct collaboration with senior management
Requirements / Experience
To succeed in this highly dynamic and challenging business environment, we are looking for an entrepreneurially spirited team player with the following qualifications:
Essential requirements (applications not meeting all of these cannot be considered):
A track record of self-generated business development. Demonstrated success in self-generating new client relationships and converting them into mandates or assets under management
8–10 years of post-graduate experience in a client-facing financial services role (Family Office, Private Banking, Wealth Planning, Investment Banking, Private Equity, or comparable advisory).
(Swiss-)German at native level and fluent professional English, written and spoken. French is an advantage.
Preferred requirements:
Master’s degree in Business Administration, Finance, Economics, Law or a related field
Established professional network in Switzerland, ideally including entrepreneurs, family offices and professional intermediaries (e.g. lawyers, tax advisors, M&A advisors, trustees).
Excellent communication and presentation skills. you are personable, credible with entrepreneurs and UHNW clients, and able to build trust-based relationships
Intimate knowledge of financial market products(both private and public) and financial market infrastructure
Willingness and flexibility to travel internationallyas required
What we offer:
A senior, entrepreneurial mandate with genuine ownership of your client book and direct access to decision-makers
Exposure beyond pure relationship management — you contribute to the evaluation of new investment opportunities and to product development
Close collaboration with senior management and a flat, decision-fast structure
An established global platform (USD ~10bn in serviced assets, offices across six jurisdictions) and an established emerging-markets product offering
Monterosa Group believes in diversity, creativity, empowerment and equal opportunities. The Group’s close-knit team of professionals represents more than 17 nationalities at its offices worldwide.
If you are a dedicated team player ready to ready to bring your established network and book of business to an entrepreneurial platform, with the ability to handle responsibilities and adapt to a changing environment with ever shifting priorities, we would like to meet you.
Please submit your full application in English to Ms. Deborah Thoma.
For further information about the Group visit . jida191717bj jit0730bj jiy26bj