Swiss USAdvisors
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Managing Partner at Aquila Himco and Managing Partner at Swiss USAdvisors and Owner of Acla Medel managing Equities, Fixed Income, Real Estate… Company Description Swiss USAdvisors is a specialized asset management firm leveraging a bottom‑up approach and Modern Portfolio Theory (MPT) to maximize returns while minimizing risk. The company designs both active and passive portfolios tailored to meet specific client requirements by selecting diverse asset classes in the global marketplace. Using proprietary strategies, Swiss USAdvisors manages risks related to interest rates, country exposure, currency, credit, and cross‑sector considerations to generate superior risk‑adjusted returns. With expertise in fixed income investments and in-depth trading, the firm offers both execution and full or limited discretionary services.
Role Description This is a full‑time hybrid role for the Head of Asset Management Sales, based in Naples Florida with flexibility for remote work. The role involves developing and executing sales strategies to attract and retain high‑net‑worth clients, expanding the firm's client base, and fostering strong client relationships. Key responsibilities include identifying new business opportunities, collaborating closely with the portfolio management team, presenting tailored investment solutions, and analyzing market trends to ensure alignment with the firm's growth objectives.
Qualifications
Strong expertise in asset management, sales, and client relationship management
Deep knowledge of portfolio management, Modern Portfolio Theory, and financial markets
Exceptional communication, negotiation, and presentation skills
Highly developed strategic thinking and business development capabilities
Proficiency in industry‑specific tools and platforms
Ability to work in a hybrid setup, managing responsibilities efficiently both on‑site and remotely
Master's degree in Finance, Business, Economics, or a related field; CFA or equivalent certification is a plus
Fluency in English; knowledge of additional languages such as German or French is an advantage
Seniority level
Executive
Employment type
Full‑time
Industries
Banking
Bonita Springs, FL $100,000.00-$150,000.00 1 day ago
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Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Swiss USAdvisors
Managing Partner at Aquila Himco and Managing Partner at Swiss USAdvisors and Owner of Acla Medel managing Equities, Fixed Income, Real Estate… Company Description Swiss USAdvisors is a specialized asset management firm leveraging a bottom‑up approach and Modern Portfolio Theory (MPT) to maximize returns while minimizing risk. The company designs both active and passive portfolios tailored to meet specific client requirements by selecting diverse asset classes in the global marketplace. Using proprietary strategies, Swiss USAdvisors manages risks related to interest rates, country exposure, currency, credit, and cross‑sector considerations to generate superior risk‑adjusted returns. With expertise in fixed income investments and in-depth trading, the firm offers both execution and full or limited discretionary services.
Role Description This is a full‑time hybrid role for the Head of Asset Management Sales, based in Naples Florida with flexibility for remote work. The role involves developing and executing sales strategies to attract and retain high‑net‑worth clients, expanding the firm's client base, and fostering strong client relationships. Key responsibilities include identifying new business opportunities, collaborating closely with the portfolio management team, presenting tailored investment solutions, and analyzing market trends to ensure alignment with the firm's growth objectives.
Qualifications
Strong expertise in asset management, sales, and client relationship management
Deep knowledge of portfolio management, Modern Portfolio Theory, and financial markets
Exceptional communication, negotiation, and presentation skills
Highly developed strategic thinking and business development capabilities
Proficiency in industry‑specific tools and platforms
Ability to work in a hybrid setup, managing responsibilities efficiently both on‑site and remotely
Master's degree in Finance, Business, Economics, or a related field; CFA or equivalent certification is a plus
Fluency in English; knowledge of additional languages such as German or French is an advantage
Seniority level
Executive
Employment type
Full‑time
Industries
Banking
Bonita Springs, FL $100,000.00-$150,000.00 1 day ago
Referrals increase your chances of interviewing at Swiss USAdvisors by 2x
Sign in to set job alerts for “Head of Asset Management” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr