Relationship Manager

☞ Arter Asset Management AG

View: 119

Update day: 25-04-2024

Location: Zug Zug ZG

Category: Sales

Industry: Financial Services

Position: Associate

Job type: Full-time

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Job content

We are an independent Swiss Wealth Management Company based in Zug. We offer you an exciting and challenging role as a Relationship Manager within a cooperative team.

ARTER является членом SRO & BOVV / VQF (Швейцарская Ассоциация Стандартов Финансовых услуг), обеспечивая максимальную легитимность и правовую прозрачность управления средствами Клиентов на счетах в Швейцарии.

Наши отношения с клиентами строятся на взаимном доверии и уважении. Мы ценим желание каждого Клиента защитить свой капитал, поэтому не предлагаем инвестиции в продукты со скрытыми и непрозрачными затратами.

Your Key Responsibilities Are The Following

Establishment and effective maintenance of trusting long-term relationships with our existing and potential clients

Providing high quality support services to meet the needs, goals and expectations of our clients

Maintaining high standards of the compliance procedures based on the Swiss regulatory landscape

Creating marketing documents (customized presentations, etc.) for our clients

Assumption of various support tasks, projects as well as reporting and control tasks

Further development of processes and tools in relationship management

Your profile

University degree

3+ years of professional experience in relationship with High Net Worth Individuals (Relationship Manager or Investment Advisory position in Banks or External Asset Managements)

Extensive network in Russia and CIS countries

Good MS-Office knowledge

Flair for regulatory topics (tax compliance, cross-border requirements, etc.)

Familiarity with the new legislative framework (MiFID II, FIDLEG, Russian Currency Control, etc.)

Independent and proactive work attitude

Willingness to travel a lot and work with a flexible schedule

Fluency in English and Russian. German would be an advantage
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Deadline: 09-06-2024

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