WM Relationship Manager FIM, Private Label Fund Solutions
Inseriert am: 15.10.2019
Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who:
- Assess market opportunities for SPLS solutions within FIM CH
- Facilitate implementation with AS, FMCH, AS Lux etc of new SPLS solutions
- Sell broker set-up to CH FIMs with SPLS solutions booked outside Switzerland
- Establish and maintain relationship to key ESPs
- Write NBI/CT for complex transactions, new products
- Assess further revenue options to be leverage such as securities lending, FX overlay, overall lending etc. and implement it with respective business partners
- Execute on account opening, including tool set-up (Key Trader, Asset Link, Key Link etc)
- Daily business with regard to broker set-up and FIMs that are only having funds with us
