Senior Associate - Sales position
Lausanne
Permanent
- Bewerben
- Job speichern
Bullet points
Business Development role
Institutional Clients in Whole Switzerland
Firmenprofil
For our client, an international financial company, we are currently looking for :
Senior Associate - Sales position ( alternative products)
Stellenbeschreibung
- Solely responsible for driving sales and inflows for the range of funds in Switzerland: predominantly liquid alternative UCITS
- Proactively identifying sales opportunities and materialise net new inflows
- Consistently refreshing an opportunity pipeline through creating new and relevant relationships
- Prepare, conduct, and follow up on roadshows as a means of achieving sales targets
- Liaise with Portfolio Managers for roadshow briefings and investor feedback
- Proactively take ownership for the entire sales process, whilst working closely with internal Investor Relations and Operations teams to meet investors needs
- Actively maintain the CRM system with updates on all current and prospective investors including tracking of investments from their clientele
- Help promote the brand and strengthen client relationships by being the face and voice of the business and providing outstanding customer service
- Stay informed about financial markets to spot trends, look for new opportunities and establish credibility with new clients by understanding their business
- Execution of conferences and events
- Ad-hoc administrative tasks
Anforderungsprofil
- minimum of 2 years' experience in asset management sales, preferably alternative UCITS but experience in Long Only and Private Market sales will be considered
- An individual who currently has their own book of clients or has supported Sales Directors on a team and looking for a growth opportunity to manage their own book
- A successful demonstrable track record in a similar role
- Fluent in French and English, Swiss-German language skills would also be preferred
- Experience of dealing with clients both face to face and on the telephone
- Minimum B.A. degree from a reputable institution preferably within a finance focused curriculum
- Sound knowledge of financial markets, ideally with a hedge fund or a traditional fund management firm
- Solid computer skills - Salesforce, or similar CRM system, Excel, and PowerPoint
- Client driven; high levels of client service, pro-active problem resolution, long-term view to relationship building
- Entrepreneurial and business builder mindset, able to combine niche local market knowledge with understanding of wider business impact
Sonstige Informationen
A very attractive package
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