Senior Funds Sales - Wholesale
- Employer
- Lotus Partners
- Location
- Zurich, Switzerland
- Salary
- Competitive
- Closing date
- Jun 23, 2021
View more
- Job Function
- Marketing and Public Relations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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For one of our clients, an asset manager based in Zurich, we are looking for a :
SENIOR SALES - WHOLESALE
Job description
Profile required
SENIOR SALES - WHOLESALE
Job description
- With a focus on the German-speaking Swiss Wholesale clients, responsible for proactively pursuing new business, whilst building independent relationships and building your own client pipeline and book of clients
- Main focus will be on Wholesale clients i.e. Tier 2 banks, Tier 3 banks, External Asset Managers ('EAM') and local branches of global banks (under supervision of global account client manager) and cantonal banks
- Support the Head of Sales - Switzerland in on-going client activities across the Wholesale business
- Work in conjunction with the wider Asset Management Sales & Marketing teams to reach the targets set by management from time to time and to achieve the overarching goals of the Asset Management business line
- Contribute to the focus on long term responsible investing in order to deliver lasting value, to meet the evolving needs of our clients
- Management of your client information the CRM system
- Working in collaboration with the Head of Sales - Switzerland on various strategic projects
- Support and collaborate with the Marketing team to deliver events, campaigns and client communication for Swiss Wholesale clients
- Attend relevant company presentations, meetings and events
- Contribute to develop market coverage; support and collaborate with the RFP manager on RFPs where required
Profile required
- Min 5-7 years' experience within a sales role in Asset Management
- Driven go-getter with conviction with ethical approach
- Master's degree in Economic or Finance
- Relevant industry qualifications i.e. CFA, IMC
- Strong understanding of market structure and asset classes, investments strategies and ESG
- Experience in managing a small team
- Strong communication, interpersonal and presentations skills
- Swiss German as a first language, as well as fluent English. French speaker would be advantageous
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