Business development and client relationship manager (w/m/d)

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