Key Client Developer (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Key Client Developer (Finance): Driving the growth of Ultra High Net Worth (UHNW) relationships and co-leading new client acquisition by designing sophisticated investment-driven solutions. Focus on orchestrating cross-functional deal teams, identifying complex client needs, and executing high-impact client strategies across asset classes.
Location: Onsite in Zurich, Switzerland
Company
is a family-owned and publicly listed financial firm specializing in wealth management with a global presence and headquarters in Zurich.
What you will do
- Co-lead holistic client strategies to identify opportunities and drive sustainable growth for UHNW and family office relationships.
- Design and deliver high-impact investment engagements, acting as a partner to shape solutions across various asset classes.
- Assemble and lead cross-functional deal teams involving senior management and product specialists.
- Own the end-to-end execution of complex client initiatives to ensure delivery excellence.
- Develop initiatives to improve the effectiveness and scalability of the Key Client platform.
Requirements
- Strong investment expertise across asset classes; CFA or CAIA qualification preferred.
- Proven experience working with UHNW or institutional clients in solution-driven environments.
- Ability to influence senior stakeholders and build trust with Relationship Managers.
- Fluent in English and German.
- Commercial mindset with strong communication and presentation skills.
Culture & Benefits
- Top Zurich location with collaboration spaces and free lunch.
- Diverse team working in an open-office, agile environment.
- Access to latest technology and a flat organizational hierarchy.
- Collaborative campus-like atmosphere and culture of trust.
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