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Senior Relationship Manager - Zug

Job Location

Zug, Switzerland

Published By

GWM Zug HR

Type of Job

Full Time

Published Date

1 March 2024

About the job

You are the primary point of contact for your clients and act as an ambassador for GWM AG externally and are a role model internally. You are responsible for the proactive and autonomous management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions.

Requirements

- Sound knowledge and at least 5 years' solid experiences in banking products & services, including but not limited to investments
- Self-motivated and able to plan and organise work independently
- Proven track record in servicing a book of clients and in acquisition of new relationships
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound commercial judgement, represents the firms and the shareholders’ interests at all times
- Excellent interpersonal, communication and negotiation skills

Your Challenges

- Acquisition of new client relationships through own network and deepening existing client relationships
- Provide appropriate investment advice in line with the firm’s policy and asset allocation
- Actively monitor clients’ portfolio and provide timely update to clients as appropriate
- Compliance with all internal, applicable and relevant policies, guidelines and laws & regulations
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence as well as fair dealing

About us

GWM is an independent Multi-Client Family Office with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.

We focus on relationships, rather than transactions. We build bridges between Client's business, family and wealth needs. And we provide both investment expertise and long-term wealth planning. Our size allows us to be personal, whilst giving you access to the world. As Investment Managers for people who see the world differently, we partner with you to provide insights and opportunities.

Address

Baarerstrasse 55, 6300 Zug, Switzerland

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