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Unter Altstadt 10 - Postfach CH-6302 Zug

Senior Relationship Manager, 80-100% (w/m)

You wish to focus on your top-quality relationships and deepen and develop them? You value your work, but would prefer more flexibility and entrepreneurial freedom?

As a Senior Relationship Manager, 80-100% (F/M) at Tramondo you have the opportunity to obtain exactly that.

 

Who we are

Tramondo Investment Partners AG is a leading Swiss investment boutique and part of a multi-family office group with over 45 years of history and experience in asset manage-ment, legal, finance and accounting. Our offices are located in the heart of Zug’s Old Town and in the centre of Zurich. We focus on robust investment solutions and the holis-tic servicing of discerning private and institutional clients.

What you are looking for

  • Do you value your job, but would like more freedom and entrepreneurial scope?
  • Would you like to provide your customers with independent and needs-based advice and support?
  • Do you want to focus on your highest quality relationships and deepen and expand them?
  • Would you like to offer individual solutions and be able to count on an established organisation with interdisciplinary competences?

Your perspectives

  • Serve your clients as a partner on our established wealth management platform and benefit from attractive compensation models
  • Benefit from a flexible working environment with a high degree of entrepreneurial freedom of action
  • Rely on a state-of-the-art infrastructure and a broad network of custodian banks
  • You can count on the advantages of a bank-independent investment boutique with a focus on tailor-made, individual investment solutions.
  • Take advantage of the holistic mindset and experience of our Multi-Family Office Group and offer your clients comprehensive and long-term support tailored to their individual needs.
  • We support you in all areas of your activity:
    • Portfolio management
    • Market and investment analysis
    • Compliance and risk management
    • Infrastructure, IT and platform
    • Administration and client on-boarding processes
    • Contract management
    • Account and deposit openings with attractive conditions
    • Customer service (deputy, succession planning)

What you bring along

  • An existing client book with a focus on HNWI and UHNWI
  • At least 5 years’ experience with a Swiss private bank and/or a Swiss asset manager
  • Team player
  • Entrepreneurial thinking

What we offer

With us, you can expect a challenging, exciting, and varied environment in which you can shape and move a lot. You can look forward to a dynamic, highly motivated team and an open corporate culture with short decision-making processes and attractive employment condi-tions. We give you responsibility and count on your own initiative and innovative ideas.

Interested? Contact us!

Would you like to get to know us better? We would be happy to introduce ourselves in person during a meeting at our offices in Zug or Zurich.

Our HR officer Annette Corona will be happy to answer any questions you may have: +41 44 915 12 12.

 

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