Client Relationship Manager (CRM)
Switzerland.
COMPANY DESCRIPTION:
New and innovative wealth management firm servicing the local and expatriate HNW market in Switzerland.
Registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA) and a Member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).
Developed a unique Client Portal and Prospect management system which allows consultants to follow a well-defined and successful sales process over the phone remotely throughout Switzerland, without having to leave the office.
OPPORTUNITY:
Established start-up with a sound business model, process driven and a management team each with over 10 years’ experience in the industry.
Forward-looking company where 90% of business is done on the phone – no more time-consuming face to face meetings unless there for a sign-up.
As a CRM it is generally easier to book remote appointments than face-face meetings, especially with this hi-tech platform and structured processes.
Online lead generation support to help with data and leads – remote client portal opens up additional regions unique for a small business.
Depending on experience, CRMs should expect:
· CHF 30,000 / year salary
· CHF 15,000 to 35,000 bonuses
· CHF 45,000 to 65,000 in 1st year
· For experienced CRMs this should be higher with uncapped earnings potential.
WHAT IS IMPORTANT TO US:
· Doing the right thing for our clients, our employees, the company.
· Working with good people, who are humble, want to learn and build a career.
· People who have high expectations and aspire to become real professionals, taking exams and furthering knowledge on an ongoing basis.
· Working hard and understanding that it takes time to succeed to succeed.