We use cookies on this website, you can read about cookies and GDPR Privacy Policy here >>.


Client Relationship Manager for Eastern Europe/Latin America/Middle East. Switzerland, Zug

Industry Business Development, Financial Services, Wealth Management & Private Office
Location Switzerland
Job Type Permanent
Visa No visa sponsorship provided
Salary 120000 — 130000 per annum
Package Performance-based impressive bonus structure
Date 31 May 2024

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.


  • 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 control functions
  • Continuously improve relationship management processes and tools

Key Skills:

  • University degree in economics, finance, or banking
  • Prior experience as a Relationship Manager or Investment Advisor in the relevant regions within banks or external asset management companies
  • Solid professional experience (5+ years) in relationship management with HNWIs
  • Extensive network of potential HNW/UHNW clients
  • Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework
  • Independent and proactive work style with a willingness to travel frequently and work with a flexible schedule
  • Fluency in English, any other language is a plus
  • Strong proficiency in Microsoft Office applications
  • EU/EFTA-passport or a valid work permit (C or B) for Switzerland
  • If the candidate is based abroad, must be willing to relocate to Switzerland
  • Consultancy/Remote options may be considered for the right candidate (performance-based)

Job Advantages:

  • Great, inspiring management, fully licensed and professional asset management firm based in Zug, growing team
  • Base salary, bonus and other negotiable reward options
  • Freedom to make the role your own



Become a part of this unique opportunity, apply now!

Apply for this job