Senior Institutional Sales (DA)CH

Energy Infrastructures Partners
Zurich, Switzerland
20 Oct 2021
05 Nov 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Your area of responsibility

You will be responsible for steering business development and sales activities within the segment of large and sophisticated institutional clients in German-speaking Switzerland - and eventually also in Germany and Austria. You will cover pension funds, insurance companies, single family offices and global financial institutions.
  • Identify and develop new business opportunities resulting in new net sales flows
  • Maintain and deepen existing client relationships, prepare and lead client portfolio reviews and act as "center of competence" / "product specialist" for product-related client inquiries by ensuring in-depth knowledge about EIP's products, investment approach and investment view
  • Initiate and coordinate local marketing activities (mailings, client events, seminars)
  • Strengthen local consultant relations and contribute to global consultant coordination processes
  • Lead the coordination of RFP's, final presentations and client onboarding, including the setup of segregated accounts, transition management, etc. on the performance of the firm's portfolios and assets
  • Assist more senior Client Solutions professionals in developing the company's client marketing and sales strategy as well as the product development strategy
  • Prepare marketing materials associated with fundraising; and ensure competitive and consistent positioning of the product offering
  • Collect and analyze market data and work closely with EIP's portfolio managers. Analyze the regulatory environment, client and consultant feedback and general developments in client allocations and product selection
  • Manage mid- and/or junior-level Client Solutions professionals to support skill development

Your skills and experience
  • At least 10-15 years of business development/sales experience in the asset management industry, with a proven track record in selling private markets/infrastructure investments to institutional clients
  • Exceptionally strong business development and sales skills, paired with investment knowledge as well as entrepreneurial enthusiasm
  • Able to build and maintain trustworthy, credible, sophisticated and long-term oriented partnerships with clients
  • Strong communication and presentation skills and a structured sales approach
  • Established relationship network and existing up-to-date contacts to key pension funds, insurers, and consultants within the top segments of the DACH institutional market
  • Self-motivated and passionate character with entrepreneurial mindset and team spirit
  • Ability to work towards tight deadlines in a very dynamic environment
  • University degree in finance and/or economics and/or equivalent advanced training (CFA, CIIA or CAIA, or progress towards obtaining them)
  • (Swiss) German and English fluent language skills are a must, additional languages are a plus
  • Experience in leading and managing a team is a plus

What we offer
  • Highly competitive remuneration package and fringe benefits
  • Exciting position at an investment manager focused on the fastest growing infrastructure sectors
  • Multiple development opportunities in an expanding firm as part of a highly motivated team
  • Modern office in the center of Zurich with flexible working conditions

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