Relationship Manager

22 OktoberFach­ver­ant­wortung100%

Relationship Manager

We are an independent Swiss Wealth Management Company based in Zug. We offer you an exciting and challenging role as a Relationship Manager within a cooperative team.

Your key responsibilities are the following:

  • Establishment and effective maintenance of trusting long-term relationships with our existing and potential clients

  • Providing high quality support services to meet the needs, goals and expectations of our clients

  • Maintaining high standards of the compliance procedures based on the Swiss regulatory landscape

  • Creating marketing documents (customized presentations, etc.) for our clients

  • Assumption of various support tasks, projects as well as reporting and control tasks

  • Further development of processes and tools in relationship management

Your profile

  • University degree

  • 3+ years of professional experience in relationship with High Net Worth Individuals (Relationship Manager or Investment Advisory position in Banks or External Asset Managements)

  • Extensive network in Russia and CIS countries

  • Good MS-Office knowledge

  • Flair for regulatory topics (tax compliance, cross-border requirements, etc.)

  • Familiarity with the new legislative framework (MiFID II, FIDLEG, Russian Currency Control, etc.);

  • Independent and proactive work attitude

  • Willingness to travel a lot and work with a flexible schedule

  • Fluency in English and Russian. German would be an advantage

We look forward to receiving your application (in English) with photo and at least 2 recommendation letters on
Thank you.



22 Oktober
Fach­ver­ant­wortung, 100%


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