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William Blake Group
Zurich, Switzerland
(on-site)
Posted
9 days ago
William Blake Group
Zurich, Switzerland
(on-site)
Job Function
Asset/Property Management
Asset Raiser, Wealth Channel
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Asset Raiser, Wealth Channel
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Responsibilities:- Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland
- Strategize and map the investor landscape
- Understand competitor offerings and work towards positioning the products and the firm with these in mind
- Create high-quality, tailored marketing materials and responses to client requests
- Participate in the entire client lifecycle, from client contract negotiations, client onboarding, and relationship management
Requirements:
- 5-10 years' experience working in a third party distribution role at another investment manager, raising assets from the private wealth channel
- In depth understanding of the Swiss private wealth channel and a strong network in this space
- Strong communicator, both written and in-person
- Collaborative worker, able to work with multiple global stakeholders in order to achieve a common goal
- Strong relationship management skills
- Excellent presentation skills
Job ID: 80905829
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