Open Position

FP Asset Management AG, headquartered in Baar, Switzerland, has been managing clients’ assets since 2010 and is a member of the Swiss Association of Asset Managers. Since 2017 we operate in the European Union through FP Asset Management Cyprus Ltd, headquartered in Limassol, Cyprus. With assets under discretionary management exceeding €250 million, we provide a wide array of quality services in a consistent, yet flexible manner. Our client relationships are founded on both trust and performance and our clients’ satisfaction is reflected in our high client retention rate. We focus on capital preservation and sustainable long-term performance. Since inception, our goal has been the safeguarding and promotion of the interests of our private and institutional clients both in Switzerland and abroad.

We are looking for a Relationship Manager specialized in the Greek-speaking market (Cyprus and Greece) to join our team. Do you have the motivation and the experience to establish, develop, and maintain long-term relationships with affluent and high-net-worth individuals and families?

Your Role

  • Establish, develop, and maintain trustworthy client relationships centered on sustainable value-adding wealth management services
  • Effectively manage the daily business related to the provision of high-quality services to affluent and high-net-worth individuals and families
  • Successfully operate as the medium between the client and our internal investment professionals as well as external service providers (e.g. tax planners)
  • Comply with regulations, policies, and procedures within the scope of a low-risk business approach
  • Contribute to our company’s mission of successfully guiding our clients through their life cycle, from the accumulating phase of the active business or professional life to the challenging period of retirement and the essential planning for next generations

Your Qualifications and Skills

  • At least 5 years of working experience in client-oriented roles in wealth management or private banking, with a proven track record of managing client relationships
  • Entrepreneurial and result-driven approach for the identification of business opportunities and the establishment of professional networks and relationships with potential clients
  • Profound knowledge of all aspects related to wealth management services and the needs of affluent and high-net-worth individuals and families
  • Well organized, team player, with an outgoing personality and excellent presentation and interpersonal skills
  • Undergraduate and/or graduate studies in Business/Economics/Finance

Join us

We are an ambitious, collaborative, and innovative group of people aspiring to continually improve the quality of our services. Offering a healthy, inclusive, and respectful workplace is important to us. We strongly support our peoples’ career development and work-life balance. If this sounds interesting, we will be happy to receive your application.

    Upload your CV*
    Cover Letter

    Disclaimer / Policy Statements:

    FP Asset Management is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.