About the role

  • 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

Job title

Relationship Analyst

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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