Relationship Manager Investmentfonds Solutions & Fondsgründungen

At Kaiser Partner, we encourage new thinking so that wealth can navigate successfully on the right side of global change. It is important to us that you share your knowledge, experience and talents in order to provide our clients with comprehensive advice, thus preserving their assets for the long term and creating new ones.

Do you want to set new standards in the financial industry together with us and actively help shape their future? We look forward to receiving your application.

Description

• Personalized, comprehensive, and client-focused service for new and existing fund clients
• Assistance with a wide range of client acquisition activities
• Supporting and preparing for client meetings, including those with potential new clients
• Developing and documenting customized fund solutions and presentations
• Assisting clients during the onboarding process and throughout the fund lifecycle

Requirements

• Completed banking training or a degree with a focus on finance, banking, or economics
• Solid professional experience in the fund industry, ideally in client relations
• A systematic and structured approach to work combined with a strong service orientation
• High level of initiative, ability to work in a team, and strong communication skills when dealing with partners
• Proficiency in MS Office; knowledge of Avaloq is a plus
• Very good written and spoken German and English