Senior Relationship - Business Development Officer | CH | Flexibel

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.

• 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

• Visit key centres monthly to develop relationships
• Pro-actively communicate with key relationships
• Develop key markets

• Design and send client investment proposals
• Present at client meetings and events
• Respond to investment related enquiries
• Produce tailored quarterly reports

• Maintain and enhance CRM Database
• Actively contribute to business planning and company strategy

• Mother tongue command of written and spoken English
• Relevant Investment Qualifications
• Minimum five years business development and relationship manager experience

• Highly motivated
• Strong values of ethics and integrity
• Self starter
• Attention to detail
• Communication / Articulate
• Service driven attitude
• Team player

• 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

Location Zurich, 8006, Switzerland