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    Wholesale Sales, Switzerland - Geneva, Schweiz - William Blake Group

    William Blake Group
    William Blake Group Geneva, Schweiz

    vor 5 Tagen

    Default job background
    Ganztags
    Beschreibung

    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:

    • 4-8 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
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