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Relationship Manager (REYL Overseas)

Wealth Management - REYL Overseas Ltd
% employment type
  • Client Development, Wealth Management.
  • Developing, fostering and managing portfolio of HNW/UHNW clients in the US-market space
  • Bringing in an existing network of relationships and continuously expanding the customer base through acquisitions
  • Delivering client specific, high quality investment advice in line with the rules and regulations of the US-Advisors Act
  • Establishing a broad and high-quality network of potential business introducers 
  • Leveraging the REYL Group’s various lines of business to cross-selling services to their existing and prospective clients
  • Collaboration with members of the investment advisory team to ensure optimal implementation of client profile 
  • Participating in REYL Overseas’ Investment Committee
  • Cooperating with compliance to ensure adherence to US rules and regulations.
  • University degree, CFA or equivalent
  • Strong knowledge of financial products and US market
  • Knowledge of SEC Regulatory Framework 
  • Fluent in English, both written and spoken, German and French would be an asset 
  • Excellent communication skills 
  • Conscientious, well organised and with a flexible approach 
  • Experience of working under periods of stress 
  • Excellent personal presentation.