Senior Account Manager Schweiz (m/w/d)
Core
Senior Account Manager focusing on telephonic sales and suitability analysis for high-net-worth individuals in Switzerland, serving as a gateway to Fisher Investments' wealth management services.
Role type
Senior Account Manager (Sales/Onboarding)
Builds
Wealth management client onboarding and relationship building
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Telephonic sales, financial suitability analysis, client relationship management, contract coordination, regulatory compliance documentation, market knowledge (Switzerland)
Preferred skills
Fluent English
Responsibilities
Conduct qualified phone calls to assess client goals and financial suitability for wealth management, build and maintain client relationships, coordinate contract execution and documentation, support investment advisors and internal functions with client inquiries and complaints
