Careers

ISP is looking for a dynamic and client-focused Relationship Manager & Deputy Portfolio Manager.

We are a privately-owned group, established in 1993, FINMA regulated, and specialized in Fixed Income and Structured Products, as well as AMCs. We offer tailor-made Paying Agent, Placement Agent, Digital Assets and Wealth & Asset Management services to our international clients. Our people and their combined skills, characters, and experiences represent our greatest assets. ISP Group is home to a team of over 100 highly qualified and motivated experts, split over 6 locations in 4 countries, focused and dedicated to helping our clients reach their individual financial goals.

You will be joining our highly motivated Wealth Management Team in Zurich in a dual role combining client relationship management and portfolio management responsibilities. The position offers the opportunity to actively contribute to the growth of our Custody and Wealth Management business while supporting portfolio management activities and strategic initiatives within the firm.

Your primary responsibilities will include:

Relationship Management

• Manage and develop a portfolio of custody clients, ensuring excellent service and long-term client satisfaction

• Drive revenue growth through cross-selling of ISP products and services

• Acquire new clients with a focus on Custody and Wealth Management

• Establish and maintain strong, long-term client relationships

• Ensure full compliance with regulatory requirements, including KYC, AML, and client documentation

• Oversee smooth and efficient onboarding processes for new clients

• Monitor and ensure the correct collection of fees and charges

• Work closely with internal stakeholders to ensure a high level of client service

Portfolio Management & Support

• Act as Deputy Portfolio Manager within the Wealth Management team

• Support Account Management during periods of high workload or team absences

• Assist in portfolio management-related activities and client servicing

• Contribute to the onboarding and training of new colleagues

• Participate in internal development projects and process improvement initiatives

• Collaborate with colleagues across departments to enhance operational efficiency and client outcomes

We are looking for candidates fitting below requirements:

• Proven experience in relationship management within the financial services industry

• Strong understanding of custody services and wealth management products

• Solid knowledge of regulatory frameworks and compliance requirements, including KYC and AML

• Strong client focus with excellent communication and relationship-building skills

• Ability to work independently while maintaining a collaborative team-oriented approach

• Strong organizational skills and attention to detail

• Proactive and solution-oriented mindset

• Fluency in English and German is required

Preferred Certifications (Nice to Have):

• Hebrew and Russian are considered strong advantages

• Affinity for digital assets and emerging investment themes is considered a plus

To be successful in this position requires a highly motivated and client-oriented professional who is comfortable combining relationship management with portfolio management responsibilities. The role demands strong commercial awareness, excellent communication skills, sound regulatory knowledge, and the ability to build trusted relationships with clients. The ideal candidate is proactive, entrepreneurial, and capable of identifying growth opportunities while maintaining the highest standards of professionalism and compliance.

At ISP, you will work alongside motivated colleagues engaging in constructive teamwork. You will benefit from an entrepreneurial and challenging environment with a focus on innovation and a high-performance culture. You will have the opportunity to take ownership, contribute to strategic initiatives, and actively support the continued growth of our Wealth Management business. You will collaborate closely with experienced professionals across the organization in an environment that promotes knowledge sharing, professional development, and continuous improvement.

We offer an attractive remuneration scheme with high flexibility and independence. Our offices in Zurich are in walking distance of the lake in the vibrant Seefeld area, but we also offer the possibility of remote working. 

Please send your meaningful application via e-mail to Gabrijela Kennel. Please include all your reference letters and diplomas (humanresources@ispgroup.com).

We are a privately-owned group, established in 1993, FINMA regulated, and specialized in Fixed Income and Structured Products, as well as AMCs. We offer tailor-made Paying Agent, Digital Assets, Placement Agent and Wealth & Asset Management services to our international clients. Our people and their combined skills, characters, and experiences represent our greatest assets. ISP Group is home to a team of over 100 highly qualified and motivated experts, split over 6 locations in 4 countries, focused and dedicated to helping our clients reach their individual financial goals.

You will be joining our Structured Products and AMC Sales Team, based across Geneva, Zurich, Dubai and Hong Kong, consisting of six sales professionals covering institutional clients across EMEA (Europe, Middle East, and Africa) and Asia. The place of work for this position is Zurich, and you will work closely alongside a senior sales member.

Your primary responsibilities will include:

• Identify and develop a new client base of institutional clients and expand existing relationships with Qualified Investors (banks, insurances, pension funds, asset managers, family offices etc.)

• Market products to institutional and Qualified Investors, conduct roadshows, meetings and daily

  communication

• Keep track of clients’ positions and their needs

• Closely link and interact with other relevant ISP teams

• Develop trade ideas and strategies with the aim to increase ISP’s trading activities

• Represent ISP Securities’ offering

• Support for product-specific client inquiries

• Support technical set-up in Excel, VBA and Python

We are looking for candidates fitting below requirements:

• Master’s degree in finance or economics

• Strong interest in financial markets, derivatives, and structured products

• Minimum 1 year of sales-related experience in the financial services industry (internships are fine)

• Excellent analytical skills

• Proficiency in Excel/PowerPoint required, VBA or Python a plus

• Fluent English & German required; French, Spanish, or any other language are an advantage

To be successful in this position requires excellent communication skills, with an ability to interact professionally with internal and external clients. The ideal candidate is driven, highly organized, self-disciplined, and detail-oriented, with above-average interpersonal skills and sociability. At ISP, you will work alongside motivated colleagues engaging in constructive teamwork. You will benefit from an entrepreneurial and challenging environment with a focus on innovation and high-performance culture. We offer an attractive remuneration scheme with high flexibility and independence. Our offices in Zurich are in walking distance from the lake in the vibrant Seefeld area, but we also offer the possibility of remote working.  

Please send your meaningful application via e-mail to Gabrijela Kennel. Please include all your reference letters and diplomas (humanresources@ispgroup.com).