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).

ISP is looking for a highly motivated & loyal team player as per September 2026.

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 a small but highly productive Capital Markets Team covering the full-service range for our local office as well as our headquarters in Zurich. The position is newly created to support an existing sales book with the objective of increasing acquisitions. This role additionally focuses on regulatory support involving all DFSA matters. The place of work for this position is Dubai, and you will work closely alongside the SEO.

Your primary responsibilities will include:

Sales Support

• Support the Head ISP Dubai/SEO with client interactions and onboardings

• Assist in preparation of client presentations, proposals, and pitch materials

• Collaborate with internal teams to ensure timely delivery of services

• Support client relationship management

• Assist with onboarding documentation and monitoring processes

• Coordinate with product specialists and internal stakeholders

• Generate leads within the region

• Prepare Product issuances processes in full alignment with team

 Regulatory Matters

• Support the SEO with preparation, submission, and follow-up of regulatory documentation according to DFSA standards

• Maintain and update regulatory records, licenses, permits, and compliance databases

• Track deadlines for regulatory submissions, renewals, and approvals to ensure timely compliance

• Liaise with local compliance

• Assist in audits, inspections, and compliance checks by preparing required documentation and reports

• Help in organizing and archive regulatory files in line with company policies and legal requirements

• Support internal training initiatives related to regulatory compliance and procedures

We are looking for candidates fitting below requirements:

• 2 – 4 years of working experience in a similar role

• Experience in working in high-pace, producing environments 

• Greatly advantageous is working experience in the Financial Services sector, ideally in regulated entities

• Hands-on experience with client onboarding processes, documentation handling, and CRM systems

• Experience with regulatory frameworks and authorities (e.g., DFSA, UAE Central Bank) and compliance-related processes

• Understanding of UAE regulatory environment, compliance standards, and financial services operations

• Strong organizational skills with high attention to detail and accuracy

• Excellent communication skills (written and verbal), with the ability to interact with internal and external stakeholders

• Proactive, solution-oriented mindset with the ability to work both independently and as part of a team

• Proficiency in Microsoft Office tools (Excel, PowerPoint, Word); experience with internal systems is a plus

Preferred Certifications (Nice to Have):

• CFA qualification

• Bachelors or Masters Degree in Finance or affiliated studies

To be successful in this position requires a proactive, detail-oriented professional who can efficiently manage both sales support and regulatory tasks in a fast-paced financial services environment. The role demands strong organizational skills, a hands-on approach to client onboarding and compliance processes, and the ability to collaborate effectively with internal teams, regulatory authorities, and senior stakeholders. The ideal candidate brings practical experience in financial services, within a regulated environment, along with solid knowledge of compliance, demonstrates strong communication skills and a solution-oriented mindset. Additional qualifications in finance considered an advantage.

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. You will have the opportunity to work within a small high-impact team while helping to shape and build the office capabilities in Dubai from the ground up. You will collaborate closely with the Head ISP Dubai / SEO at the local office as well as with different stakeholders within the global teams in an environment that promotes knowledge sharing, and continuous improvement.

We offer an attractive remuneration scheme with high flexibility and independence. Our offices in Dubai are in the heart of the DIFC district, but we also offer the possibility of remote working within limits.  

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