2 months ago
Strategic Business Development Key Clients & Family Offices (Finance)
Match & Cover letter
Plus required for matching with this vacancy
Job description
Text:
TL;DR
Strategic Business Development Key Clients & Family Offices (Finance): Driving strategic client acquisition within the UHNW and Family Office segments in the DACH region with an accent on pipeline optimization and partner ecosystem development. Focus on building high-value prospect pipelines and coordinating internal deal teams to deliver tailored financial value propositions.
Location: Zurich, Switzerland (Onsite)
Company
is a family-owned and publicly listed financial firm with over 2,000 professionals across 28 global locations, specializing in long-term sustainability and wealth management.
What you will do
- Drive strategic acquisition of UHNW and Family Office clients by building and managing a high-quality prospect pipeline.
- Implement a data-driven approach to increase pipeline transparency and conversion rates across the firm.
- Develop a structured ecosystem of external partners and influencers to originate qualified opportunities.
- Lead deal teams and coordinate internal stakeholders to create differentiated value propositions for complex client needs.
- Analyze market trends and competitor activity to refine acquisition strategies.
Requirements
- Proven track record in strategic business development with an existing network in the UHNW and Family Office space in Switzerland and Germany.
- Experience in cultivating strategic partner ecosystems that generate qualified business leads.
- Ability to develop commercial strategies and pricing approaches for competitive client propositions.
- Strong analytical capabilities, strategic thinking, and a results-oriented mindset.
- Excellent communication and stakeholder management skills to collaborate across leadership and product teams.
Culture & Benefits
- Prime Zurich office location with dedicated collaboration spaces and free lunch.
- Agile working environment based on mutual trust and a flat hierarchy.
- Access to the latest technology to support professional growth.
- Diverse, friendly team atmosphere with a strong collaborative spirit.
Be careful: if the employer asks you to log into their system using iCloud/Google, send codes/passwords, or run code/software, don't do it - these are scammers. Always click "Report" or contact support. More in guide →