Career Board
High Yield Analyst/Portfolio Manager
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Location: Vaduz Liechtenstein
Job Type: Full-time
Category: Family Office
Reference code: DA1509
DESCRIPTION
Our Client
Our client is a multinational enterprise and major international investor as well as a diversified commercial and industrial business in the Middle East. With offices in the US, Europe, and the Middle East, the Group invests in public and private equities, real estate, fixed income securities, and other specialized assets.
MissionThey are seeking a dedicated professional to join their global credit team, focusing on monitoring companies within the High Yield universe across Europe and the US. The primary objective is to conduct thorough fundamental credit analysis and strategically invest in high yield debt across multiple companies. This role is integral to their existing High Yield portfolio, which is a cornerstone of their diverse credit strategies. The new team member will be responsible for both adding new companies to their portfolio and diligently monitoring existing ones, as they continue to strengthen their credit capabilities.
Duties
Track high-yield companies across multiple sectors and actively participate in corporate earnings calls.Perform in-depth fundamental credit analysis on companies throughout Europe and the US.
Develop and utilize custom models in Excel to monitor the high-yield universe effectively.
Conduct relative value analysis across sectors and companies, adapting to any stage of the business cycle.
Identify long-term value opportunities within the high-yield and leveraged loan markets.
Oversee segments of the existing high-yield/leveraged finance portfolio and establish new exposures to enhance overall credit strategy.
Engage in all credit meetings, gaining exposure to diverse credit strategies and playing an active role in the investment decision-making process.
Experience & Qualifications:
Experience:
3-8 years within a credit/leveraged finance team at a sell-side or buy-side asset management firm.
Progressing from a high yield analyst to a portfolio manager role.
Proficient in fundamental credit analysis, credit metrics, recovery analysis, capital structure, and covenant analysis across high yield companies in Europe and the US.
The role is flexible, tailored to the candidate’s potential, at the associate director/director level.
Qualifications:
Advanced degree in Economics/Finance (preferably a master’s) and CFA or similar finance-related qualification.
Proficient in Bloomberg, Excel, PowerPoint; knowledge of INTEX or other CLO software is a plus.
Analytical thinker with a strategic mindset; team player with innovative thinking.
Familiarity with CLOs and leveraged loans is highly preferred due to synergies with existing strategies.
Senior Relationship Manager - Vaduz / Zurich
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Location: Zurich / Vaduz
Job Type: Full-time
Category: Multi Family Office / Asset Manager
Reference code: DA1510
DESCRIPTION
Our Client
Our client, a Multi Family Office / Asset management company established since 2000 in Vaduz, Liechtenstein. Cater to Ultra High Net Worth Individuals, offering personalized and comprehensive asset management strategies and offering transgenerational wealth management. The company prides itself on independence and a client-centric approach. They emphasizes confidentiality, discretion, and a conservative yet innovative investment strategies. Their services include private wealth, asset management, structuration, and lifestyle management.
MissionThe Senior Relationship Manager will manage and develop relationships with clients, both existing and new. This hybrid role requires periodic on-site presence. The right candidates should be able to transfer a client base worth at least EUR 30,000,000 within six months and grow it by over EUR 5,000,000 annually. The role involves extensive client interaction and business development beyond traditional sales, requiring the ability to maintain positive client relationships and uphold the firm’s values.
Qualifications & Experience:
Strong skills in client relationship management, acquisition, and sales.
Excellent communication and interpersonal abilities.
Bachelor’s degree in finance, business, economics, or a related field.
Ability to set and review client investment goals, manage portfolios, and achieve revenue targets.
Knowledge of investment strategies, asset allocation, risk management, and international business acumen.
Proven ability to originate new high-net-worth clients and manage existing client bases (starting from AuM EUR 30mn).
Experience with qualified investors, institutional investors, private banks, and asset managers.
Senior Client Advisor - APAC
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Location: Zurich, Switzerland
Job Type: Full-time
Category: Private Banking
Reference code: DA1455
DESCRIPTION
Our Client
Our client, a well-known and renowned Private Bank is looking to add a Senior Client Advisor to cover the APAC market (China, Singapore, Malaysia, Taiwan, Vietnam, and Thailand) from their offices in Zurich.
Mission
You will be responsible for taking over an existing client book alongside developing existing clients of the bank as well as leveraging their own network.
Responsibilities
You will be responsible for acquiring, developing, and maintaining affluent clients in the APAC market.
Be a trusted advisor to clients, building market share and enhancing client asset size over time.
Be fully competent in advising clients on related investment products and providing best-in-class services to clients.
Actively involved in growing new businesses and being able to anticipate/capitalize on new opportunities.
Qualifications & Experience
Driven self-starter who enjoys working in dynamic and entrepreneurial environments and with a strong ability to work independently.
Impeccable presentation and communications skills.
Team player and looking to join a young and driven environment.
Dedicated problem solver with analytical skills and an entrepreneurial approach.
Strong investment skills, able to independently advise clients on investment solutions and identify opportunities based on clients’ investment risk profile.
Institutional Sales Manager
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Location: Zurich, Switzerland
Job Type: Full-time
Category: Asset Management
Reference code: DA1487DESCRIPTION
Our client is one of Europe’s leading privately owned banks with a team of 1.600 financial specialists across the UK, Germany, and the U.S., offering a broad range of first-class services to corporations, investment institutions, and private individuals.
ROLE RESPONSIBILITIES
Mission: Our client is seeking a talented Sales Manager to build up and drive the activities of their Asset Management’s Investment Products (e.g. European Equities and Private Debt strategies/solutions) across the institutional client landscape in the German-speaking part of Switzerland and Liechtenstein. The Sales Manager will report directly to the Head of European Sales.
The key responsibilities will include:
Develop, build, and maintain a robust and sustainable business pipeline and manage the entire sales cycle for Investment Products across the German-speaking part of Switzerland and Liechtenstein.
Drive growth by developing new client assets and expanding existing ones through a targeted, driven, and solution-based sales process, focusing on institutional clients (e.g., Pension Funds, Insurance) and single-family offices.
Advise clients on investment solutions across the asset classes and strategies offered.
Foster internal relationships and collaboration, working closely with other teams and departments (e.g., Fund Management, Marketing, Legal & Compliance, Operations) to achieve the best client and firm outcomes.
Spearhead efforts from Zurich to educate clients on the firm’s investment product offering, articulating solutions and capabilities to internal and external stakeholders.
HARD SKILLS AND EXPERIENCE
Relevant work experience in business development / sales in Asset Management with exposure to the Swiss institutional client landscape (German-speaking part). An additional network with (Single) Family Offices is considered a strong plus.
Strong appetite to work in an established yet entrepreneurial environment, self-motivated with a hands-on, business developer attitude.
Deep understanding of investment products (ideally of European Equities, Private Debt strategies, etc.)
Excellent presentation and communication skills with demonstrated capabilities to strategically manage and influence senior stakeholders at all levels.
Forward-looking, holistic, and collaborative working approach: Ability to work with key stakeholders and achieve common visions and goals.
This could be your next, exciting career move. Get in touch with us by sending your current CV to info@dartexec.com or calling us on +41 44 215 10 80.
Investment Manager, Growth & Buyout
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Position: Investment Manager, Growth & Buyout
Location: Zurich, Switzerland
Client: Family Office
About our Client
Our client, an international family office, has its headquarters based in Switzerland. Their
investments are made in three main asset classes: Real Estate, Listed Assets, and Private
Equity. Within Private Equity they invest in growth companies (focus ICT and Life-Science) as
well as in traditional mid-cap companies.
Your role
The Investment Manager will be pivotal in driving the firm’s private equity investments, covering
both growth and buyout ventures. They will oversee portfolio management of existing deals,
actively seek out and assess new opportunities, and lead exit strategies. This role reports directto the Head of Private Equity.
Core tasks
• Build up and manage a network of entrepreneurs, co-investors, banks, and M&A
advisors.
• Actively sourcing and screening new deal opportunities (buyout and growth).
• Lead the investment process including due diligence, negotiations, and deal closing.
• Portfolio Management: Monitoring and reporting of portfolio companies (buyout and
growth).
• Leading selected strategic projects (add-on investments, value creation projects, etc.).• Exit: Identification of potential exit partners, deal set up, and governing the process.
• Build up Wille as a reputable PE/VC investor in Europe.
Your Profile
• Minimum 5 years of professional experience preferably with a background and a strong
network in the buy-out industry or the digital industry.
• Experience with private equity/venture deals is a strong asset.
• Preferred: A combination of experiences in strategic and operational leadership roles
(e.g. in a start-up or corporate).
• Dual business and science/engineering profile is a plus.
• Analytical thinking combined with a hands-on business approach.
• Entrepreneurial mindset and self-starter, able to work in a small team.
• Down to earth-mentality and great interpersonal skills.
• Flexible, team player, hands-on, proactive, dynamic.
• Fluency in German and English.
Senior Sales Person - Wholesaler
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Position: Investment Manager, Growth & Buyout
Location: Zurich, Switzerland
Client: Family Office
Reference code: DA1500Job Description:
Mid-level or Senior Sales Person, specialized in Private Markets, focus on German-speaking SwitzerlandTarget Groups:
Family Offices, second and third-tier Private Banks/Wealth Managers, and institutional clients.Requirement:
The Sales Person will bring established relationships in the market.About Our Client:
Founded in 2014, headquartered in Geneva, an independent, fast-growing investment management company.Focus Areas:
Concentrated on Wealth Management, Asset Management & Private Markets. Our client targets specialized, less competitive market segments that offer high potential for superior risk-return.Tasks:
-Development and implementation of a business plan in collaboration with the Senior Executives of our client for the target market.-Building a deep understanding of the company’s product and strategy range.
-Proactive identification of opportunities and development of strong customer relationships in the target market.
Requirements:
-At least 5 years of experience in a similar sales position in a medium-sized or large company.-Strong understanding/interest in Private Markets, demonstrable experience in sales in this area.
-Proven network and relationships in German-speaking Switzerland.
General Information:
MFO Setup:
Tailored services for UHNWI, including Wealth Management, Asset Management, and Private Markets.Market Competence:
Strong focus and expertise in the Swiss market, with significant activities in Europe and Israel.Leadership and Investment:
Led by the three founding partners, who invest alongside their clients, demonstrating strong alignment of interests.
Relationship Manager Basel
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Location: Basel, Switzerland
Job Type: Full-time
Category: Independent Asset Manager
Reference code: DA1390
DESCRIPTION
Our Client
Our client, a renowned Private Independent Asset Manager
Mission
The Basel Office of the Independent Asset Manager would like to actively drive generational change and grow in the coming years and has therefore set the recruitment of new Basel-based Client Advisors as a priority.
Responsibilities
-The successful candidate will be responsible for further growing his/her existing client book
-Close collaboration with colleagues to successfully develop and expand the business
-Provide proactive advice on investment, banking, and wealth planning solutions for the core clientele
-Responsibility for building lasting and trustful relationships to the clientele
-Managing a team of relationship managers and working closely with other colleagues, as well as external partners (such as custodian banks) to ensure the proposed solutions maximize the client’s needs, goals and objectives.
Qualifications & Experience
-Track-record in wealth management; at least 8+ years of working experience as a Relationship Manager
covering HNW and UHNW clients with focus on Switzerland.
-Confidence to execute a business plan of existing clients and prospects
-Demonstrating network (across the respective region), that can be activated and leveraged.
-Strategic understanding of wealth management and solid know-how of client needs as well as regulatory
challenges impacting the industry
-Experience in managing people and ability to pull or attract other Relationship Managers
Relationship Manager - Various Markets
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Location: Various
Job Type: Full-time
Reference code: Open application
DESCRIPTION
Responsibilities
-The successful candidate will be responsible for further growing his/her existing client book
-Close collaboration with colleagues to successfully develop and expand the business
-Provide proactive advice on investment, banking, and wealth planning solutions for the core clientele
-Responsibility for building lasting and trustful relationships to the clientele
Qualifications & Experience
-Track-record in wealth management; at least 8+ years of working experience as a Relationship Manager
covering HNW and UHNW clients for various markets.
-Confidence to execute a business plan of existing clients and prospects
-Demonstrated network (across the respective region), that can be activated and leveraged.
-Strategic understanding of wealth management and solid know-how of client needs as well as regulatory challenges impacting the industry
-Experience in managing people and ability to pull or attract other Relationship Managers
(Senior) Relationship Manager - Eastern Europe
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Type: 80 - 100%
Location: Vaduz, Zürich
Client: Private Banking
w / m / dAcquisition of new clients in Eastern EU markets such as Poland, Czech Republic, or Slovakia
Comprehensive consulting regarding all private banking financial needs, especially tailored investment solutions, with the involvement of internal specialists. Focus on long-term customer retention through the generation of added value for the client and by providing best-in-class services
Intensive travel activity.
Your Education and Experience:-Education and experience in economics and banking
-Several years of successful track record in offshore bank sales
-Profound knowledge of banking products, especially in investment business
-An existing, long-standing private banking client book and a well-established network in the aforementioned market
-Business plan, through which the existing network and potential prospects are clearly traceable German, English, and the language of your main market.
Your Working Method:-You think and act with integrity, honesty, and at a high ethical level
-Your clients are your focus – at the same time, you do not lose sight of the entrepreneurial aspect
-Winning, communicatively strong personality with high social competence
-Proactive and motivated work attitude
-Helpful, respectful team player
Your Team:In our small, familial CEE team in Vaduz, every team member counts. Here you will find no cutthroat culture, but an open, uncomplicated collaboration and mutual assistance that enables full entrepreneurial development.
Your Perspective with Us:The Central Eastern Europe market is one of the strategic growth initiatives of our clients private banking arm. With thier exceptional stability, high service and product quality, and above-average performance, they have a value proposition that finds high regard among customers and prospects. Moreover, their small size makes them flexible and dynamic – also regarding your perspectives.
