Business Developer & Client Relationship Manager

Our main expertise lies in the creation, management and administration of Private Label funds. We offer tailor‑made fund solutions, compliant with Swiss law, for banks, wealth management companies, insurance companies, pension funds as well as family offices. In collaboration with our partners, we structure funds designed to provide robust solutions perfectly adapted to the specific needs of our clients. We adopt an open approach regarding investment areas and deliberately avoid standard pre‑fabricated products.

Business Developer & Client Relationship Manager (80‑100% in Morges)

What awaits you?

• Client Relationship Management: managing a client portfolio; coordinating all requests, organising meetings (e.g. reviews, board meetings, general assemblies, events) and their projects.
• Product Management: participating in the structuring and management of the lifecycle of clients’ investment funds, and handling all their questions and requests.
• Project Management: managing integration and launch projects of Swiss law investment funds according to client requirements, as well as monitoring all ongoing client projects.
• Business Development: commercial development, client acquisition, preparation of service offers, follow‑up of potential clients, prospects and intermediaries.
• Representation: representing Solutions & Funds by participating in events organised by clients, trade fairs, specialised presentations and working groups, especially within associations of which Solutions & Funds is a member (e.g. SECA, COPTIS, AMAS).

What do you bring?

• At least 5 years of relevant experience for the position in client relationship management and fund structuring.
• Experience in project management.
• Good interpersonal skills, open‑mindedness; structured working method.
• Education in economics/finance or law.
• Good command of MS Office (Excel, Word, PowerPoint, Outlook) and SharePoint.
• Experience in managing website content and social media would be an asset.
• German or French as well as knowledge of the other language and English.

What do we offer?

• Dynamic environment: modern, growing company with a flat hierarchy, high‑level counterparts, interdisciplinary teams and a clear growth strategy.
• Flexibility: flexible hours, part‑time work and the possibility to work remotely.
• Attractive locations: modern offices in Morges and Zürich close to train stations and shops.
• Technical equipment: each employee works on a MacBook Pro S&F and a predefined mobile phone subscription at the company’s expense.
• Occupational benefits: above‑average conditions, additional contributions to pension fund premiums, choice plan.
• Mobility: contribution to financing of public transport subscription between the two Solutions & Funds sites.

Salary: EUR 60,000 - 80,000 per year