Relationship Manager

Business Unit: Asset Management
Department: Financial Intermediaries
Region: Switzerland - Ticino
Location: Lugano / Regional office

Who we are

ThomasLloyd is a global investment and advisory firm dedicated to leading the necessary process for social and environmental change, focusing exclusively on the financing, construction and operation of sustainable projects in the infrastructure, agriculture and property sectors. Founded in 2003, it is now one of the world’s leading impact investors and providers of climate financing. Headquartered in Zurich and with over 250 employees in 16 locations in North America, Europe and Asia, the company currently manages assets of over 3.7 billion EUR for more than 60,000 private and institutional investors.

At ThomasLloyd everything begins with passion. It makes a job a calling. It drives us to develop pioneering ideas. It enables us to find innovative solutions, which are useful to our investors, but at the same time bring social progress.

What we need

Entrepreneurial sales professionals to join our business as Relationship Manager within the Swiss-Italian market. As Relationship Manager you will drive sales of ThomasLloyd products via distributors in the Swiss-Italian region. Our products include Alternative Investments, Bonds and our online Wealth Management platform.

An experienced, credible salesperson you will bring an existing network of third-party distributors specialising in investment brokerage, Placement Agencies, and IFAs/Investment Advisors.

We encourage Relationship Managers of all levels, with this network, to apply.


  • Represent ThomasLloyd products to your existing and developing network gaining local distribution partners specialising in investment brokerage and Wholesale Distribution
  • Develop a deep knowledge of ThomasLloyd products; allowing you to provide innovative solutions as well as to attract and coach distribution partners
  • Using your proven sales skills and comprehensive product knowledge, build up our platform through newly-affiliated partners in Ticino. This will be supported by our Investment Solutions and Distribution teams
  • Focussed on success you will deliver set performance targets and outperform the competition
  • Manage and cultivate existing and new relationships ensuring their knowledge of ThomasLloyd products; providing training, attending events and maintaining regular communication

What you will have

  • Good existing network of distribution partners specialising in wholesale distribution which may include Investment Consultants/IFAs, Wealth Management and Placement Agencies in Ticino
  • Proven track record selling B2B investment solutions in the Swiss Italian market within Asset Management, Wealth Management, or wider Financial Services including Banks, Insurances and Real Estate
  • Persuasive nature and entrepreneurial spirit combined with sales-DNA
  • Native Italian and fluent English, other European languages will be an advantage
  • Relevant professional training (business school, engineering school or university equivalent) and/or professional experience combining business and financial skills
  • Microsoft Office tools (Outlook, Excel, Word and PowerPoint), internet, skype or other collaborative platform
  • Mobility and flexibility to meet client needs as required and attend the Zurich/Lausanne offices as required

The Opportunity here

ThomasLloyd makes a positive difference to the economies we invest in, the people whose lives are changed and for the investors who make it possible. Joining our international team of Relationship Managers for Financial Intermediaries you will have the opportunity to sell innovative products within a globally growing space.

We offer a dynamic, fast-paced entrepreneurial environment where knowledge, skills and experience are recognised and rewarded. The business is growing rapidly across regions and products. You will have an opportunity to work with like-minded, commercially focused experts with a wealth of knowledge and experience to share.

We offer

  • A fresh, vibrant and agile employment culture
  • Lean hierarchy
  • Uncapped compensation scheme
  • Attractive Benefits
  • Global opportunities
  • Career progression
  • Individual Training and development
  • The chance to make a real difference

    Your Application

    Please fill out our application form and attach your complete application documents. Your application will of course be treated confidentially. We will review your application documents carefully, which may take some time. We will then contact you and inform you about the status of your application.

    Please notice that we only allow the listed file types above.

    You can upload your cover letter, CV and other relevant certificates here - preferably clustered in one document. Alternatively, you may also use the [Ctrl] key to select all documents at once and attach them. Thus, we will receive your complete application documents.

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    ... or contact us directly as even in a digital world nothing can replace a one-to-one conversation. We are looking forward to hearing from you!

    ThomasLloyd Group
    Recruiting Team
    Uraniastrasse 35
    8001 Zurich

    Tel: +41 44 213 6767
    Fax: +41 44 213 6777

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