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Relationship Manager/Private Banker/Personal Financial Planner (BB-CE4C0)

Gefunden in: Xpatjobs CH

Are you the qualified financial professional we are looking for to join our well established Zurich based financial planning and asset management firm?Are you a senior banker or financial adviser with your own clients, frustrated by bureaucracy and seeking to join a regulated, financially sound and growing independent firm that has a 30-year track record?Are you excited by the idea of building up your client practice, controlling your destiny and attaining the financial rewards for your efforts - while at the same time having input in and eventually owning shares in the asset management company which manages your clients'' assets?If the above apply to yourself then the opportunity within our business is second to none.This is an excellent chance for an entrepreneurially minded person to work with an experienced, knowledgeable, and supportive team. Our Relationship Managers have global clients and work from their preferred locations. Behind them is a team of portfolio managers and administrators who provide a wide range of competitive in-house discretionary portfolio solutions.Each RM, Partner and employee share and thus benefit from each other''s expertise, knowledge and professional networks, as do our clients. You will have all the assistance you need to bring your clients with you and attain that USD 50m book, after which you will have all the freedom and independence to manage your business and time as you see fit.Essential SkillsFull professional proficiency in English.Minimum 10 years'' experience in advising high net worth clients as a Relationship Manager at a private bank, fiduciary service company or as an independent financial planner.CFP, CWMA (Swiss), Level 4 (UK) or equivalent financial planning qualification with a recognised industry body.Entrepreneurial by nature, eager to build your own practice.Strong client relationship skills and a proactive and self-starting approach.The authority and gravitas to be a trusted adviser to your clients.The clarity that your future lies in running and building a successful financial planning and asset management practice.A realistic plan to transfer a minimum USD 50m book of HNW discretionary managed clients or build your existing client book to this level and beyond. These clients will each have a minimum CHF 500,000 (or equivalent) managed by our firm.About CompanyISGAM was established in Switzerland in 2001 and has been enhancing its discretionary managed portfolios since 1995. It has grown consistently and is well positioned for future growth. Performances across all currencies and risk profiles are routinely above the ARC Private Client Indices. ISGAM also has an in-house proprietary client and portfolio database.Our niche is in asset management and financial advice and solutions for international, highly mobile, clients. We have excellent long standing relationships with our clients, custodians and other providers and work together as a close-knit team.Our clients have access to additional services through well-proven outsources which are currently being formally incorporated into a Multi Family Office.We are a multinational and multicultural company positioned to be a major player in our sector and with a robust, up to date Swiss regulatory regime. We have the resources, expertise and solutions that our clients require. The person who joins us could also play a significant part in the future of our company.If you consider that you are the perfect fit we have been looking for, we''d be delighted to hear from you. We would be grateful if you apply to us through the advert as your application may be missed if you contact us directly.Private Banker, Zurich, Swiss, Switzerland, IFA, Investment Adviser, Relationship Manager, Financial Consultant, Financial Planner, Financial Advice, Multi Family Office.

calendar_todayvor 5 Tagen


location_on Zrich , Zurich, Schweiz

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