Why This Role Stands Out
This hybrid role offers significant career growth by allowing you to become a trusted advisor to high-net-worth families and develop key markets within a reputable investment consultancy. You'll thrive here if you are a highly motivated, service-driven professional with strong communication skills and a passion for building lasting client relationships. With a competitive salary ranging from CHF 100,000 - CHF 150,000, this is an excellent opportunity to advance your career.
Quick Overview
Job Description
Peritus is looking to expand its Relationship and Business Development team.
We currently oversee $2.7bn of family wealth and $12bn of risk management monitoring.
The candidate will primarily support our family office investment consulting clients.
Client Support
- Visit all clients regularly
- Communicate with pro-activity and sensitivity to needs
- Nurture and grow an intimate relationship with each client
- Become a trusted advisor and protector of the families
- Develop clients' investment knowledge
Business Development
- Visit key centres monthly to develop relationships
- Pro-actively communicate with key relationships
- Develop key markets
Investment - Client Communication
- Design and send client investment proposals
- Present at client meetings and events
- Respond to investment related enquiries
- Produce tailored quarterly reports
Functional Work
- Maintain and enhance CRM Database
- Actively contribute to business planning and company strategy
Minimum Requirements
- Mother tongue command of written and spoken English
- Relevant Investment Qualifications
- Minimum five years business development and relationship manager experience
Personal Qualities
- Highly motivated
- Strong values of ethics and integrity
- Self starter
- Attention to detail
- Communication / Articulate
- Service driven attitude
- Team player
Compensation
- Remuneration will comprise of a fixed salary CHF 100,000 - CHF 150,000 in line with the candidates' experience
- 25% revenue sharing on new business acquisition and retained clients
- Participation in the companies share scheme
Application Process
Candidates should provide the following:-
- Copies of all educational and professional qualifications
- References for each position held
- Examples of communication materials
Location Zurich, 8006, Switzerland
Please send your application to James Day,
Similar jobs
- LH
Business Development Manager - Insurance (Switzerland)
NewLHH
Zürich🇨🇭Hybrid2 days agoBusiness DevelopmentStakeholder ManagementSales - LH
Business Development Manager - Insurance (Switzerland)
LHH
Zurich🇨🇭Hybrid2 weeks agoBusiness DevelopmentStakeholder ManagementSales - RS
Business Development Manager
Randstad (Schweiz) AG
Sankt Gallen🇨🇭Hybrid2 months agoAccount ManagementBusiness DevelopmentKey Account ManagementSales