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OPPORTUNITY FOR A YOUNGER, SOCIAL media-savvy RELATIONSHIP MANAGER in zurich
(with a book of clients)
Swiss SEC RIA in Zurich with active, expansion plans in the US is looking for a younger, social media-savvy RM, willing to travel intensively to the East Coast to further develop and promote activities on the ground in the US.
BFI is an independent investment advisor specialized in the US market. We are looking for a motivated, smart and reliable team-player, hungry to learn more, contribute, and interested in the fascinating challenges and opportunities of global wealth management and private banking.
Portfolio Management & Administration (100%)
BFI Infinity AG, an independent investment advisory firm registered with the US Securities and Exchange Commission (SEC), is currently seeking a new team member to join our portfolio management team in our Zurich Office on a full-time (100%) basis.
We are a wholly owned subsidiary of BFI Capital Group AG (www.bficapital.com), an internationally recognized financial services group domiciled in Zug, Switzerland. Since 1993, our group has offered a variety of wealth management-related services to wealthy investors, families and entrepreneurs around the world, and to American clients in particular.
You are looking for a challenging but stable and long-term position. You speak English and German fluently. You are highly motivated, proactive, flexible and professional. You have advanced knowledge of Microsoft Office Applications, excellent interpersonal skills, strong organizational and multi-tasking skills with the ability to prioritize a heavy workload in a fast-paced environment while still ensuring a high attention to detail.
We offer you the opportunity to contribute and grow within a dynamic and highly focused team of professionals. You will be exposed to the full cycle of portfolio management and administration. Your role will focus on operations and portfolio administration.
Ideally, you have a commercial diploma (KV) or a bachelor’s degree. Prior experience in the realm of wealth management and with portfolio management software such as INSA, ALLOCARE and/or Avaloq is beneficial. However, we pride ourselves in training and growing our staff internally.
To apply, please send your full application to Katja Weippert at email@example.com.
Business, Project & Process ManageR
US and Swiss SEC RIA-experienced Business, Project & Process Manager is looking for a full-time position with a Swiss SEC RIA. Experienced in the on-site set up of a US subsidiary with all related tasks. Willing to travel to the US extensively.