Senior Relationship Manager - Switzerland

AboutROYC

ROYC is the leading B2B digital investment platform in Europe, dedicated to equipping financial advisors with the necessary tools, resources, and support for managing wealth within private markets. We achieve this by empowering financial advisors to gain knowledge, construct personalized strategies, and invest in previously unattainable private investments.

While the private investments market is projected to grow with several $100 bn´s over the coming years, it remains predominantly inaccessible to non-institutional investors. Our platform addresses this issue by providing exclusive educational content, personalized guidance, customized investment options, and a streamlined investment process.

Currently, we are actively seeking to expand our Client facing team in Switzerland by welcoming a few highly skilled Senior Relationship Manager to our team.

About the role

As a senior member of the Client Relationship team in Switzerland you will be focused on servicing advisors at predominantly IFAs, Family Offices, Multi-Family Offices, and Foundations & Trusts. Sales and client relationships will not be limited to any specific region or client category.

In your role as Senior Relationship Manager you will:

• Actively participate together with the Head of Continental Europe & UK, to build ROYC´s customer facing organization.
• Manage your existing client relationships, driving platform signups and AuM demand for private market investment funds
• Utilize ROYC’s extensive private market research and distil this into client ready viewpoints and marketing materials including identifying market trends and new AuM opportunities for the business
• Convert customer feedback to the software and investment teams to direct new product features and investment opportunities

Preferred profile

• Strong client relationships: You already have strong client relationships which is transferable to ROYC and aligned with ROYC´s targeted segments - Banks, Wealth managers, Family Offices, Foundations & Trusts, IFAs, and Multi-Family Offices.
• Selling private market funds: Some experience from selling financial products within private markets with particular focus on private equity and private market funds.
• Client sales cycle: Done all parts of the sales cycle, with a clear understanding of the different phases, and used to work structurally with funnel management.
• Client obsessed: strong orientation toward providing world-class service
• Clear communication: synthesize complex subject matter into clear and concise points (both written and presented)
• Executive Presence: Confident and able to naturally position yourself as both a subject matter expert and a thought leader in the investment space
• Personality: Love selling, forward leaning, pushy but not aggressive and able to balance short term commercial results with long-term relationships.
• Entrepreneurship: ability to take initiative, being proactive and relative independence in achieving agreed goals within the framework and values of the firm.

Compensation

As a member of our team, you’ll receive a competitive fixed compensation package, variable compensation tied to annual AuM (Assets under Management), and options to participate in the growth of our company.

Diversity

We celebrate diversity and are committed to creating an inclusive and dynamic work environment. At ROYC, you’ll collaborate with a talented team of professionals who are pushing the boundaries of the wealth-tech industry. Our flat decision-making structure and high-ambition approach ensure that you’ll have the freedom and support to bring your ideas to life and make a tangible impact on our platform.

Join us and become part of our diverse and international team, where creativity, energy, and excellence are at the heart of everything we do. Enjoy a fun and dynamic start-up atmosphere, coupled with the resources and stability of a mature organization. We value work-life balance, offering flexible work arrangements and wellness allowances to support our employees.

Take the next step in your career and help our clients navigate private markets together with ROYC. Apply now and seize this opportunity to shape the future of wealth management.

ROYC - Investing in Your Success.