1 день назад
Client Solutions Switzerland - Vice President (Wealth Management)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Client Solutions Switzerland - Vice President (Wealth Management): Developing and executing business development activities for Wealth Managers across the DACH region with an accent on client acquisition, onboarding, private markets education, and relationship management. Focus on building sustainable sales pipelines, coordinating cross-functional client outcomes, and expanding wealth management partnerships in Germany, Switzerland, and Austria.
Location: Zurich, Switzerland; four days in the office and remote work one day per week on Friday
Company
provides investment technology and solutions focused on private markets and alternative investments.
What you will do
- Support the Client Solutions EMEA team in executing business development strategy across Wealth Managers in Germany, Switzerland, and Austria.
- Build and manage a sustainable pipeline of prospective Wealth Manager clients.
- Lead the end-to-end onboarding process in collaboration with Legal & Compliance and other internal teams.
- Develop client and prospect relationships and serve as relationship manager for banks, multi-family offices, and independent asset managers.
- Educate clients and partners on Private Markets, Alternatives, and 's solutions.
- Share market feedback on competition, investor appetite, and trends while coordinating with product, research, operations, technology, marketing, and client success teams.
Requirements
- 6–10 years of experience in the Asset Management or Wealth Management industry with a proven client-facing track record.
- Relevant academic background and exposure to Private Equity or other Private Markets asset classes.
- Understanding of the distribution model and strong business development, analytical, organizational, and problem-solving skills.
- Excellent presentation and verbal and written communication skills, with a strategic and collaborative approach.
- Business proficiency in English, German, and French is required.
- Ability to work independently in a fast-growing environment and manage client relationships effectively.
Nice to have
- Experience with CRM software.
Culture & Benefits
- Hybrid schedule with four office days and remote work on Fridays.
- Fast-paced, rapid-growth environment focused on international expansion.
- Cross-functional collaboration across research, fund management, product, technology, operations, marketing, legal, compliance, and client success.
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