Account Manager Infusion responsible for sales and margin targets in the Homecare market. Collaborating with clinical customers and managing key accounts within Switzerland for medical technology.
About the role
- Relationship Manager managing Financial Advisors and supporting business development with investment advisory resources. Strengthening relationships with FAs to ensure high-quality client outcomes.
Responsibilities
- managing and strengthening relationships with Financial Advisors (FAs) and independent investment distributors.
- supporting FAs with business development, investment advisory resources, training, and sales enablement to drive AUM growth and ensure high-quality client outcomes.
- Recruit, onboard, and train new Independent Financial Advisors.
- Provide investment support and guidance to FAs, including participation in client meetings.
- Monitor FA performance and support operational processes to drive AUM growth.
Requirements
- Bachelor’s or Master’s degree in a relevant field
- 3–5 years’ experience in financial advisory, or asset management.
- IC Complex 1 or IP License (or willingness to obtain within timeframe).
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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