Swiss USAdvisors · 2 weeks ago
Head of Asset Management Sales
Naples, FL
Full-time
Hybrid
Director/ExecutiveSwiss USAdvisors is a specialized asset management firm leveraging a bottom-up approach and Modern Portfolio Theory to maximize returns while minimizing risk. The Head of Asset Management Sales will develop and execute sales strategies to attract and retain high-net-worth clients, expand the firm's client base, and foster strong client relationships.
Banking
Hiring Manager
Roland AKA Garros Hansalik
Responsibilities
Developing and executing sales strategies to attract and retain high-net-worth clients
Expanding the firm's client base
Fostering strong client relationships
Identifying new business opportunities
Collaborating closely with the portfolio management team
Presenting tailored investment solutions
Analyzing market trends to ensure alignment with the firm's growth objectives
Qualification
Required
Strong expertise in asset management, sales, and client relationship management
Deep knowledge of portfolio management, Modern Portfolio Theory, and financial markets
Exceptional communication, negotiation, and presentation skills
Highly developed strategic thinking and business development capabilities
Proficiency in industry-specific tools and platforms
Ability to work in a hybrid setup, managing responsibilities efficiently both on-site and remotely
Master's degree in Finance, Business, Economics, or a related field; CFA or equivalent certification is a plus
Fluency in English
Preferred
Knowledge of additional languages such as German or French is an advantage
Company
Swiss USAdvisors
Swiss USAdvisors is a micro manager that uses a bottom up approach.
Founded in 2011
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase