Asset Raiser, Wealth Channel

at  William Blake Group

Posted by
Danielle Rapaport
Partner
This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets solutions for this channel.

REQUIREMENTS:

• 5-10 years’ experience working in a third party distribution role at another investment manager, raising assets from the private wealth channel
• In depth understanding of the Swiss private wealth channel and a strong network in this space
• Strong communicator, both written and in-person
• Collaborative worker, able to work with multiple global stakeholders in order to achieve a common goal
• Strong relationship management skills
• Excellent presentation skills

• Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland
• Strategize and map the investor landscape
• Understand competitor offerings and work towards positioning the products and the firm with these in mind
• Create high-quality, tailored marketing materials and responses to client requests
• Participate in the entire client lifecycle, from client contract negotiations, client onboarding, and relationship management