Relationship Analyst supporting business development activities within a prestigious investment firm. Centralized coordination with clients and internal stakeholders in Zurich, Switzerland.
Responsibilities
Provide centralized coordination of various functions to service clients across various entity types.
Support the Business Development and Relationship Management objectives in their teams.
Ensure that client and/or consultant needs are met and support business development efforts.
Maintain and update client CRM data, analyze opportunities for clients, oversee information requests.
Coordinate prospect reporting, presentations, account maintenance, and ad hoc requests.
Conduct analysis, initiate investigations, and respond to internal and external inquiries.
Act as a point of contact for various groups within client organizations.
Capture and maintain client data in relevant internal systems.
Requirements
2-3 years of relevant client service experience, preferably gained within the Investment Management industry.
Experience of working with institutional clients and consultants would be advantageous.
Demonstrate a solid understanding of capital markets and/or investment products.
Have a clear understanding of the local market.
Have a strong academic background.
Ideally this will include progress towards a professional qualification (e.g. CFA/CAIA or equivalent).
Demonstrate excellent verbal and written English language skills.
Other languages including French and Swiss German would be advantageous.
Be self-motivated, creative and enthusiastic.
Be a natural collaborator who can work well in a small team.
Strong interpersonal skills
Benefits
Flexible work arrangements
On-hand training and support from senior stakeholders
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