Established almost 100 years ago our client has provided comprehensive values-based asset management and investment advisory services in numerous asset classes a single family, their philanthropies and pension funds of group entities.
Clients benefit from tailored expert management across equities, fixed income, real estate, private equity, alternative investments, impact and on an overall portfolio level.
Based on a tradition of purpose, excellence, collaboration, client focus and passion, the company’s approach has a long-term track record of outperforming benchmarks while contributing to the common good. Our client is a signatory to the UN Principles for Responsible Investment, has a long track record in the field of impact investing and has responsible investing embedded across its investment process.
Our client is part of broader holding and family-owned for six generations and is united around a common mission – to amaze customers and be a force for good. The enterprise cares deeply about people and the communities it serves, striving to have a lasting positive impact on society and the environment.
To further drive towards fulfilling its mission of being a force for good, our client has decided to carefully expand its current core activities: The company will look to provide robust values-based asset management solutions to like-minded asset owners who may wish to join the company as investors in order to benefit from the track record of outperformance and contributing to the common good. In this way our client hopes to increase the quantum of values-based invested assets.
In this senior role of Business development manager, you will be responsible for further creating awareness of the company’s added value in the field of values-based investing for DACH based institutional investors, being religious institutions (related pension schemes), endowments, foundations and family offices. The awareness should result in like-minded asset owners wanting to invest alongside the family of entrepreneurs and jointly creating that bigger impact on a global scale. Ideally the very senior candidate brings along clients and is able to further expand the business by seeking partnerships with asset owners or managers. The candidate also has a strong footprint in the consultancy space and is able to convert possibilities into clients.
Our client is looking for someone that has a high degree of independency and a very good network. The successful candidate likes to work for a family organisation with a deep sense of integrity and professionalism in a fast-paced environment.
Relevant experience in Investment / Wealth Management or Financial Services is preferred with a minimum of 10 years of professional working experience.
Must have excellent sales skills and in-depth product and broad investment knowledge
Personality, mind-set, and long-term approach that fits well with the mission-driven approach of this initiative and with religious organisations and foundations, and an ability to inspire trust
Ability to analyse and develop a deeply sophisticated understanding of client situations
A pattern of excellence, both personally and professionally, demonstrated by the individual’s education, career track record, intellect, and professional reputation
Should be a passionate, trustworthy person with a positive mind-set in representing the brand and should embody the corporate / Family identity in values, ethics, demeanour and appearance;
Strong communication and presentation skills and demonstrated ability to work with others
Self-awareness, maturity, irreproachable integrity
MBA or CFA preferred
German native speaker, excellent level of English
If you feel addressed, we look forward to hearing from you.
Please send your interest to firstname.lastname@example.org
If you have any questions about the position, please do not hesitate to contact us on
+41 44 213 62 21