Relationship Manager based in Zurich

Über den Job

Monterosa Financial Advisors AG is part of the Monterosa Group, an independent financial services group with a global footprint, servicing assets of approximately USD 10bn. The Group was founded in 1996, is privately owned and provides investment solutions for emerging and developed markets with 70+ employees in offices in Balzers (Liechtenstein), Dubai, Hong Kong, Port Louis (Mauritius), Singapore and Zurich.

Are you passionate about emerging Markets and interested in developing relationships in the Swiss financial market? Are you able to handle complexity and to present simple solutions? To further complete our global Business Development team, we are seeking an entrepreneurial and ambitious professional with an established network in Switzerland to contribute to our success.

Relationship Manager Based In Zurich

Candidates should have at least eight to ten years of work experience after graduation. While we have high expectations, Monterosa Group is also very committed to invest in the best talent. Business Development is responsible for originating new investor relationships across key markets, as well as managing and further developing existing investor relationships. The role involves close interaction with intermediaries, requiring a high degree of credibility, responsiveness, and commercial judgment. In parallel, you will contribute to the evaluation of new investment opportunities and support of product development. The position offers exposure across the full investment lifecycle, as well as direct collaboration with senior management

Requirements / Experience

To succeed in this highly dynamic and challenging business environment, we are looking for an entrepreneurially spirited team player with the following qualifications:

• Master’s degree in Business Administration, Finance, Economics, Law or a related field
• 8–10 years of professional experience in financial services (e.g. Family Office, Private Banking, Wealth Planning, Investment Banking, Private Equity or related advisory roles)
• Track record of self-generated business development, including examples of clients personally originated and developed over time
• Established professional network in Switzerland, ideally including entrepreneurs, family offices and professional intermediaries (e.g. lawyers, tax advisors, M&A advisors, trustees).n
• Experience in a client-facing advisory or relationship role, with excellent communication and presentation skills. The candidate should be personable, credible with entrepreneurs and UHNW clients, and able to build trust-based relationships
• Intimate knowledge of financial market products (both private and public) and financial market infrastructure
• Solid understanding of corporate finance concepts (valuation approaches, accounting principles, capital structure, transaction processes) and familiarity with investment documentation
• Excellent problem solving skills; entrepreneurial and pro-active attitude, ability to think outside the box n
• Willingness and flexibility to travel internationally as required
• (Swiss-) German as first language; excellent written and verbal communication skills in German and English; French is an advantage. Valid Swiss work permit required. 

Monterosa Group believes in diversity, creativity, empowerment and equal opportunities. The Group’s close-knit team of professionals represents more than 17 nationalities at its offices worldwide.

If you are a dedicated team player ready to grow your career, with the ability to handle responsibilities and adapt to a changing environment with ever shifting priorities, we would like to meet you.

Please submit your full application in English to Ms. Deborah Thoma, Monterosa Services AG, Gutenbergstrasse 6, 8002 Zürich.

For further information about the Group visit www.monterosagroup.com.