Sales Support - Asset Management ENG / FR 100%

Genève Permanent Télétravail

Mise à jour le 06/06/2024

  • Sales Support Fund Sales
  • Asset Management

À propos de notre client

Our client is a global financial services firm with offices, clients, and business lines spanning the world's major markets; they provide investment management services in developed and emerging equity, and bond markets on behalf of institutional and retail clients worldwide.

Description du poste

Sales, business development and client services:

  • Respond to client requests either directly or working with the sales team members;
  • Prepare materials for and help with organization of client roadshows and client meetings;
  • Support team in enhancing sales efficiency through best usage of the CRM tool (Salesforce);
  • Liaise with marketing for client mailings and client events;
  • Assist with putting in place distribution agreements and side letters with clients and prospects;
  • Prepare sales, activity and opportunity reports for weekly team meetings;
  • Monitoring of fund flows on daily & weekly basis;
  • Review market intelligence and databases to identify opportunities;
  • Establish strong working relationships with internal teams such as GIS, product management, legal and compliance;
  • Develop strong understanding of products and services.


  • Help with preparation of quarterly board packs for the Swiss office;
  • Coordinate with internal teams and auditors the annual financial and regulatory audits;
  • Act central contact for internal teams on administrative matters relating to the Swiss office (for ex. accounting, taxation, compliance, IT, HR);
  • General office support including liaising with our local service providers and local authorities;
  • Liaising with travel office for booking of travel.

Profil recherché

  • University degree (or equivalent qualification) in Finance, Economics or related subject matters topic ;
  • Substantial work experience in financial institution (Asset Management or Banking preferable);
  • English fluency, good French and ideally German or Italian ;
  • Interest for fund management and financial markets;
  • Smart, team player, flexible & client orientation.
  • Swiss nationality, work permit or eligible to Swiss work permit.

Informations complémentaires

Our client offers a 100% permanent contract within a challenging and dynamic corporate environment. As an organization, they believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of their clients, and they are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to their success.

They are as invested in their associates as they are in their clients. They recognize those who work diligently for them and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of their clients.

Mathieu Raynot
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Résumé du poste

Banque & Services financiers
Ventes & Négoce
Financial Services
Type de contrat
Nom du consultant
Mathieu Raynot
Référence de l´offre
Poste à pourvoir en :

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