Switzerland Job Openings

William Blake Group

Asset Raiser, Wealth Channel

Zürich

FULL TIME

September 4, 2024

Posted by
Danielle Rapaport
Partner

This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets solutions for this channel.
Responsibilities:
  • Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland
  • Strategize and map the investor landscape
  • Understand competitor offerings and work towards positioning the products and the firm with these in mind
  • Create high-quality, tailored marketing materials and responses to client requests
  • Participate in the entire client lifecycle, from client contract negotiations, client onboarding, and relationship management
Requirements:
  • 5-10 years’ experience working in a third party distribution role at another investment manager, raising assets from the private wealth channel
  • In depth understanding of the Swiss private wealth channel and a strong network in this space
  • Strong communicator, both written and in-person
  • Collaborative worker, able to work with multiple global stakeholders in order to achieve a common goal
  • Strong relationship management skills
  • Excellent presentation skills

ABOUT COMPANY
William Blake Group
London, United Kingdom
7 Employees HR & Recruitment

William Blake Group is a market-leading Buy-side recruitment consultancy focussing on 3 vertical specialisms across EMEA.
  • Asset Management Distribution
  • Private Markets
  • Buy-side Digital Solutions
We define these markets on our website – www.williamblakegroup.com
Our goal is to be the pre-eminent Recruitment consultancy across the buy-side investment landscape. Not to be the biggest, ...

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