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Monterosa Financial Advisors AG
Zurich
Monterosa Financial Advisors AG is part of the Monterosa Group, an independent financial services group with a global footprint, servicing assets of approximately USD 10bn. The Group was founded in 1996, is privately owned and provides investment solutions for emerging and developed markets with 70+ employees in offices in Balzers (Liechtenstein), Dubai, Hong Kong, Port Louis (Mauritius), Singapore and Zurich. Are you passionate about emerging Markets and interested in developing relationships in the Swiss financial market? Are you able to handle complexity and to present simple solutions? To further complete our global Business Development team, we are seeking an entrepreneurial and ambitious professional with an established network in Switzerland to contribute to our success. Relationship Manager Based In Zurich Candidates should have at least eight to ten years of work experience after graduation. While we have high expectations, Monterosa Group is also very committed to invest in the best talent. Business Development is responsible for originating new investor relationships across key markets, as well as managing and further developing existing investor relationships. The role
Master’s degree in Business Administration, Finance, Economics, Law or a related field. 8–10 years of professional experience in financial services (e.g. Family Office, Private Banking, Wealth Planning, Investment Banking, Private Equity or related advisory roles). Track record of self-generated business development, including examples of clients personally originated and developed over time. Established professional network in Switzerland, ideally including entrepreneurs, family offices and professional intermediaries (e.g. lawyers, tax advisors, M&A advisors, trustees). Experience in a client-facing advisory or relationship role, with excellent communication and presentation skills. The candidate should be personable, credible with entrepreneurs and UHNW clients, and able to build trust-
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