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Client Solutions Switzerland - Vice President (m/w/x)
Business development and client relationship management for iCapital in DACH. 6-10 years in Asset/Wealth Management with Private Markets exposure required. Flexible remote work, 4 days in-office.
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Anforderungen
- Solid academic credentials in relevant field
- 6-10 years work experience in Asset/Wealth Management
- Demonstrated track record interacting with clients
- Adequate exposure to Private Equity/Markets
- Understanding of distribution model
- Proactive project management
- Excellent problem-solving skills
- Excellent organizational skills
- Excellent analytical skills
- Strong attention to detail
- Excellent presentation skills
- Excellent verbal communication skills
- Excellent written communication skills
- Professional and positive attitude
- Highly collaborative
- Strategic thinking about business opportunities
- Strategic thinking about client management
- Business proficiency in English
- Business proficiency in German
- Business proficiency in French
- Experience with CRM software welcome
- Ability to work independently
- Strong appetite to work in fast-growing environment
- Strong appetite to work in collaborative environment
Aufgaben
- Support the Client Solutions EMEA team in executing business development strategy for iCapital in DACH
- Develop and manage a robust pipeline of prospective Wealth Manager clients
- Execute Wealth Manager onboarding process from start to finish with Legal & Compliance
- Nurture strong relationships with clients and prospects
- Educate clients on Private Markets/Alternatives and iCapital’s solutions
- Provide feedback on competitive landscape, investor appetite, and trends to global colleagues
- Build strong internal relationships and collaborate with iCapital teams to achieve client outcomes
- Serve as relationship manager for Wealth Manager clients
- Deliver an exceptional client experience for Wealth Manager clients
Berufserfahrung
Ausbildung
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Tools & Technologien
Benefits
- Flexible remote work (1 day/week)
- In-office work (4 days/week)
Von Nejo automatisch aufbereitet
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The company provides technology solutions focusing on Apple endpoint management and engineering.
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