Location
remote
Job Type
Full-time
Posted
June 30, 2026

Job Description

Our client, an independent Swiss Asset Management Company with FINMA license based in the canton Zug, is looking to onboard a few CRMs to cover various regions: Eastern Europe, Latin America, and the Middle East. We are looking for candidates with developed books of potential HNW clients totalling 30mln and up.

Responsibilities:

  • Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships
  • Foster strong, long-lasting client relationships built on trust
  • Deliver exceptional support services that address client needs, goals, and expectations
  • Uphold high standards of client interaction and ensure compliance with Swiss regulations
  • Craft compelling marketing materials (e.g., customized presentations) tailored to client needs
  • Take ownership of various support tasks, projects, reporting activities, and contr...
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