Client Relationship Manager - Switzerland

Client Relationship Manager (CRM)




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.


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.


·       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.

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