Business development and client relationship manager (w/m/d)
3Worlds AG
Key information
- Publication date:04 November 2024
- Workload:50 – 100%
- Contract type:Unlimited employment
- Language:German (Fluent), English (Fluent)
- Place of work:General-Guisan-Strasse 6/8, 6303 Zug
3Worlds AG is a founder-backed boutique investment firm, based in Zug, focused on derivative-based investment strategies. We are seeking a self-managed team-player to drive our business development, maintain trusted relationships with clients and stakeholders and collaborate with the expansion of the services offering of the firm.
WHAT WE OFFER
- 50%-100% permanent position with a competitive salary & benefits package and support with ongoing education
- A flexible approach to where and when we work
- A lean organization with a flat hierarchy, a startup mentality and an international mindset
- The opportunity to shape your role within the organization and be part of the transition from a family office service provider to a licensed portfolio manager
- A culture that welcomes and fosters innovation
RESPONSIBILITIES
- Acquire new and cultivate existing client relationships with a strong focus on professional/qualified investors
- Be involved in client onboarding, including CDD and KYC, and client reporting
- Devise and execute marketing strategies, creating persuasive and high-quality materials and responses to client requests
- Manage relationships with regulators and service providers, such as banks and brokers
- Stay updated on current events affect financial markets, in particular those that could impact our service offering
- Participate in the development of new products
EXPERIENCE, SKILLS AND QUALIFICATIONS
- 5+ years of relevant experience and a successful track record in client acquisition
- Firm grasp of the investment processes of professional/qualified investors
- Good understanding of investment strategies which incorporate derivatives
- Exceptional presentation and communication skills in German and English, including cultural competence, are required, while proficiency in an additional language spoken in Switzerland is regarded as a plus
- Strong analytical and problem-solving skills, coupled with a pragmatic mindset
- High IT-competency, esp. with MS-operating system and the Office suite
- Higher education/university degree
Contact
3Worlds AG